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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 | $21,518 | $50,199-57.1% | $69,890-69.2% | $66,949-67.9% |
| Participation rate | 91.8% | 66.3%+25.5pp | 70.5%+21.3pp | 69.8%+22.0pp |
| Annual return | -0.13% | -13.85%+13.7pp | 190.84%-191.0pp | 1.57%-1.7pp |
| Employer contribution / active EE | $895 | $1,864-52.0% | $2,560-65.0% | $2,545-64.8% |
| Participant deferral / active EE | $388 | $3,112-87.5% | $3,848-89.9% | $4,239-90.8% |
| Admin fee / account holder | $97 | $600-83.8% | $6,267-98.4% | $594-83.6% |