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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 | $19,997 | $46,360-56.9% | $147,617-86.5% | $52,331-61.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 2.33% | 1.62%+0.7pp | 61.98%-59.6pp | 4.54%-2.2pp |
| Employer contribution / active EE | $3,738 | $2,126+75.8% | $5,564-32.8% | $1,882+98.7% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $4 | $766-99.5% | $11,612-100.0% | $592-99.3% |