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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 | $35,580 | $74,024-51.9% | $78,002-54.4% | $57,658-38.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 8.49% | 12.14%-3.7pp | 425.99%-417.5pp | 5.13%+3.4pp |
| Employer contribution / active EE | $824 | $2,365-65.2% | $2,470-66.6% | $1,974-58.3% |
| Participant deferral / active EE | $1,578 | $3,533-55.3% | $3,497-54.9% | $3,061-48.4% |
| Admin fee / account holder | $0 | $93-100.0% | $5,481-100.0% | $95-100.0% |