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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 | $55,090 | $65,322-15.7% | $70,494-21.9% | $73,497-25.0% |
| Participation rate | 93.5% | 77.0%+16.6pp | 75.1%+18.5pp | 70.7%+22.9pp |
| Annual return | 11.41% | 15.71%-4.3pp | 109.16%-97.7pp | 28.51%-17.1pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,537 | $3,375-24.8% | $3,711-31.6% | $3,740-32.2% |
| Admin fee / account holder | $0 | $214-99.9% | $3,848-100.0% | $513-100.0% |