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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 | $32,657 | $51,769-36.9% | $57,349-43.1% | $52,331-37.6% |
| Participation rate | 98.0% | 75.2%+22.7pp | 75.1%+22.9pp | 68.1%+29.9pp |
| Annual return | 2.12% | 2.43%-0.3pp | 24.40%-22.3pp | 4.54%-2.4pp |
| Employer contribution / active EE | $4,168 | $2,335+78.5% | $2,689+55.0% | $1,882+121.5% |
| Participant deferral / active EE | $223 | $2,794-92.0% | $3,162-93.0% | $3,022-92.6% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |