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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 | $123,373 | $62,543+97.3% | $83,323+48.1% | $55,725+121.4% |
| Participation rate | 94.8% | 78.4%+16.4pp | 77.8%+17.0pp | 70.9%+23.9pp |
| Annual return | -2.91% | 14.85%-17.8pp | 10.63%-13.5pp | 244.93%-247.8pp |
| Employer contribution / active EE | $290 | $2,427-88.1% | $3,379-91.4% | $2,078-86.1% |
| Participant deferral / active EE | $3,885 | $5,682-31.6% | $5,565-30.2% | $3,356+15.8% |
| Admin fee / account holder | $37 | $103-64.4% | $7,539-99.5% | $115-68.2% |