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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 | $74,635 | $67,166+11.1% | $57,349+30.1% | $55,191+35.2% |
| Participation rate | 99.1% | 77.7%+21.4pp | 75.1%+24.0pp | 69.2%+29.9pp |
| Annual return | 2.03% | 4.22%-2.2pp | 24.40%-22.4pp | 10.78%-8.7pp |
| Employer contribution / active EE | $3,340 | $2,812+18.8% | $2,689+24.2% | $1,899+75.9% |
| Participant deferral / active EE | $898 | $2,835-68.3% | $3,162-71.6% | $3,046-70.5% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |