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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 | $122,717 | $54,320+125.9% | $67,653+81.4% | $52,331+134.5% |
| Participation rate | 98.9% | 73.6%+25.3pp | 75.7%+23.3pp | 68.1%+30.8pp |
| Annual return | 0.67% | 6.81%-6.1pp | 6625.22%-6624.6pp | 4.54%-3.9pp |
| Employer contribution / active EE | $6,680 | $1,544+332.7% | $2,266+194.8% | $1,882+255.0% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |