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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 | $48,831 | $40,275+21.2% | $57,356-14.9% | $59,633-18.1% |
| Participation rate | 98.2% | 69.1%+29.0pp | 75.1%+23.1pp | 68.7%+29.5pp |
| Annual return | 1.24% | 27.52%-26.3pp | 24.41%-23.2pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $187 | $1,921-90.3% | $2,689-93.0% | $2,203-91.5% |
| Participant deferral / active EE | $5,070 | $2,400+111.3% | $3,162+60.4% | $3,192+58.9% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |