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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 | $28,829 | $62,267-53.7% | $110,243-73.8% | $55,725-48.3% |
| Participation rate | 99.7% | 78.1%+21.6pp | 79.8%+19.9pp | 70.9%+28.8pp |
| Annual return | 0.94% | -1.07%+2.0pp | 314.76%-313.8pp | 244.93%-244.0pp |
| Employer contribution / active EE | $675 | $1,941-65.2% | $3,827-82.4% | $2,078-67.5% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $8,548-100.0% | $115-100.0% |