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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 | $37,850 | $51,769-26.9% | $57,356-34.0% | $52,331-27.7% |
| Participation rate | 88.6% | 75.2%+13.4pp | 75.1%+13.5pp | 68.1%+20.5pp |
| Annual return | 1.79% | 2.43%-0.6pp | 24.41%-22.6pp | 4.54%-2.8pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,628 | $2,794-41.7% | $3,162-48.5% | $3,022-46.1% |
| Admin fee / account holder | $1 | $295-99.6% | $3,357-100.0% | $592-99.8% |