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Employer 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 | $28,028 | $51,769-45.9% | $57,356-51.1% | $52,331-46.4% |
| Participation rate | 98.2% | 75.2%+23.0pp | 75.1%+23.1pp | 68.1%+30.1pp |
| Annual return | 1.84% | 2.43%-0.6pp | 24.41%-22.6pp | 4.54%-2.7pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,178 | $2,794-22.1% | $3,162-31.1% | $3,022-27.9% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |