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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 | $32,704 | $62,324-47.5% | $68,509-52.3% | $55,191-40.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 74.7%+25.3pp | 69.2%+30.8pp |
| Annual return | 9.64% | 4.26%+5.4pp | 8.27%+1.4pp | 10.78%-1.1pp |
| Employer contribution / active EE | $772 | $2,223-65.3% | $2,278-66.1% | $1,899-59.4% |
| Participant deferral / active EE | $1,476 | $3,425-56.9% | $3,382-56.4% | $3,046-51.5% |
| Admin fee / account holder | $0 | $91-100.0% | $5,275-100.0% | $91-100.0% |