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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 | $76,928 | $68,408+12.5% | $57,196+34.5% | $57,658+33.4% |
| Participation rate | 98.8% | 79.1%+19.6pp | 75.3%+23.4pp | 70.2%+28.5pp |
| Annual return | 5.99% | 8.51%-2.5pp | 14.59%-8.6pp | 5.13%+0.9pp |
| Employer contribution / active EE | $3,606 | $2,869+25.7% | $2,683+34.4% | $1,974+82.7% |
| Participant deferral / active EE | $899 | $2,903-69.0% | $3,096-71.0% | $3,061-70.6% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |