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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 | $27,436 | $55,002-50.1% | $59,899-54.2% | $56,289-51.3% |
| Participation rate | 98.9% | 75.9%+23.0pp | 74.7%+24.2pp | 69.9%+29.0pp |
| Annual return | -1.90% | 1.13%-3.0pp | 3.46%-5.4pp | -9.96%+8.1pp |
| Employer contribution / active EE | $1,379 | $2,448-43.7% | $2,723-49.4% | $2,111-34.7% |
| Participant deferral / active EE | $120 | $3,121-96.2% | $3,402-96.5% | $3,350-96.4% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |