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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,749 | $40,275+50.8% | $57,356+5.9% | $59,633+1.9% |
| Participation rate | 97.9% | 69.1%+28.7pp | 75.1%+22.8pp | 68.7%+29.2pp |
| Annual return | 30.02% | 27.52%+2.5pp | 24.41%+5.6pp | 2041.45%-2011.4pp |
| Employer contribution / active EE | $8,196 | $1,921+326.6% | $2,689+204.8% | $2,203+272.1% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |