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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 | $31,340 | $57,108-45.1% | $94,229-66.7% | $52,331-40.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 2.15% | 1.47%+0.7pp | 10.68%-8.5pp | 4.54%-2.4pp |
| Employer contribution / active EE | $2,548 | $1,735+46.9% | $3,587-29.0% | $1,882+35.4% |
| Participant deferral / active EE | $1,475 | $3,040-51.5% | $4,320-65.9% | $3,022-51.2% |
| Admin fee / account holder | $2 | $546-99.6% | $6,269-100.0% | $592-99.6% |