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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 | $57,858 | $52,911+9.3% | $73,309-21.1% | $59,633-3.0% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 1.92% | 12.20%-10.3pp | 5.67%-3.8pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $4,703 | $1,909+146.4% | $3,237+45.3% | $2,203+113.5% |
| Participant deferral / active EE | $834 | $4,069-79.5% | $4,991-83.3% | $3,192-73.9% |
| Admin fee / account holder | $0 | $3,835-100.0% | $5,635-100.0% | $4,297-100.0% |