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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 | $25,988 | $41,854-37.9% | $73,836-64.8% | $52,331-50.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | -0.53% | 2.11%-2.6pp | 2268.06%-2268.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $4,671 | $1,920+143.3% | $2,787+67.6% | $1,882+148.2% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $8 | $493-98.3% | $4,882-99.8% | $592-98.6% |