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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 | $41,809 | $52,467-20.3% | $57,183-26.9% | $55,167-24.2% |
| Participation rate | 93.5% | 75.8%+17.7pp | 75.3%+18.2pp | 69.0%+24.5pp |
| Annual return | 5.56% | 7.72%-2.2pp | 14.59%-9.0pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,134 | $2,477-54.2% | $2,682-57.7% | $1,963-42.2% |
| Participant deferral / active EE | $906 | $2,830-68.0% | $3,096-70.7% | $3,054-70.3% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |