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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 | $36,729 | $36,767-0.1% | $81,473-54.9% | $62,293-41.0% |
| Participation rate | 84.1% | 54.4%+29.7pp | 68.0%+16.2pp | 69.5%+14.6pp |
| Annual return | 18.33% | 173.80%-155.5pp | 38.78%-20.5pp | 28.90%-10.6pp |
| Employer contribution / active EE | $148 | $1,128-86.8% | $2,568-94.2% | $2,042-92.7% |
| Participant deferral / active EE | $5,087 | $2,111+141.0% | $3,537+43.8% | $3,169+60.5% |
| Admin fee / account holder | $22 | $797-97.2% | $4,561-99.5% | $479-95.4% |