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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 | $55,347 | $67,166-17.6% | $57,356-3.5% | $55,191+0.3% |
| Participation rate | 95.8% | 77.7%+18.1pp | 75.1%+20.7pp | 69.2%+26.7pp |
| Annual return | 1.80% | 4.22%-2.4pp | 24.41%-22.6pp | 10.78%-9.0pp |
| Employer contribution / active EE | $1,496 | $2,812-46.8% | $2,689-44.4% | $1,899-21.2% |
| Participant deferral / active EE | $732 | $2,835-74.2% | $3,162-76.8% | $3,046-76.0% |
| Admin fee / account holder | $1 | $44-97.2% | $3,357-100.0% | $91-98.7% |