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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 | $45,514 | $79,151-42.5% | $60,919-25.3% | $64,824-29.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -15.48% | -7.12%-8.4pp | 16.96%-32.4pp | 32.84%-48.3pp |
| Employer contribution / active EE | $523 | $3,052-82.9% | $2,704-80.7% | $2,507-79.1% |
| Participant deferral / active EE | $2,822 | $3,727-24.3% | $3,814-26.0% | $4,311-34.6% |
| Admin fee / account holder | $1 | $106-99.1% | $3,228-100.0% | $188-99.5% |