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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 | $40,263+50.9% | $57,347+5.9% | $59,632+1.9% |
| Participation rate | 97.9% | 69.2%+28.7pp | 75.1%+22.8pp | 68.7%+29.2pp |
| Annual return | 30.02% | 27.50%+2.5pp | 24.40%+5.6pp | 2041.32%-2011.3pp |
| Employer contribution / active EE | $8,196 | $1,922+326.4% | $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 | $2,819-100.0% | $3,356-100.0% | $4,297-100.0% |