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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 | $28,557 | $57,976-50.7% | $63,018-54.7% | $62,293-54.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.07% | 17.54%-5.5pp | 87.62%-75.5pp | 28.90%-16.8pp |
| Employer contribution / active EE | $3,769 | $2,415+56.1% | $2,761+36.5% | $2,042+84.6% |
| Participant deferral / active EE | $509 | $2,956-82.8% | $3,330-84.7% | $3,169-84.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |