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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 | $29,998 | $52,467-42.8% | $57,196-47.6% | $55,167-45.6% |
| Participation rate | 96.8% | 75.8%+20.9pp | 75.3%+21.4pp | 69.0%+27.8pp |
| Annual return | 6.49% | 7.72%-1.2pp | 14.59%-8.1pp | 169.23%-162.7pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,273 | $2,830-19.7% | $3,096-26.6% | $3,054-25.6% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |