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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 | $75,947 | $70,083+8.4% | $59,883+26.8% | $55,725+36.3% |
| Participation rate | 98.2% | 78.4%+19.8pp | 74.7%+23.5pp | 70.9%+27.3pp |
| Annual return | -2.17% | 3.13%-5.3pp | 3.46%-5.6pp | 244.93%-247.1pp |
| Employer contribution / active EE | $3,506 | $2,878+21.8% | $2,722+28.8% | $2,078+68.7% |
| Participant deferral / active EE | $872 | $3,079-71.7% | $3,402-74.4% | $3,356-74.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,591-100.0% | $115-100.0% |