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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 | $79,916 | $136,307-41.4% | $177,848-55.1% | $73,497+8.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 13.30% | 18.68%-5.4pp | 48.33%-35.0pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,071 | $3,712-71.1% | $5,919-81.9% | $2,270-52.8% |
| Participant deferral / active EE | $3,699 | $5,829-36.5% | $7,714-52.0% | $3,740-1.1% |
| Admin fee / account holder | $0 | $596-100.0% | $12,431-100.0% | $513-100.0% |