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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 | $30,455 | $60,795-49.9% | $69,464-56.2% | $65,185-53.3% |
| Participation rate | 98.9% | 74.9%+24.1pp | 74.6%+24.3pp | 70.2%+28.7pp |
| Annual return | 15.22% | 17.46%-2.2pp | 28.98%-13.8pp | 29.38%-14.2pp |
| Employer contribution / active EE | $1,404 | $2,452-42.8% | $2,779-49.5% | $2,177-35.5% |
| Participant deferral / active EE | $62 | $3,162-98.0% | $3,536-98.3% | $3,514-98.2% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |