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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 | $151,134 | $70,917+113.1% | $98,916+52.8% | $73,493+105.6% |
| Participation rate | 89.8% | 73.8%+16.0pp | 76.0%+13.8pp | 70.7%+19.1pp |
| Annual return | 13.38% | 34.18%-20.8pp | 196.45%-183.1pp | 28.51%-15.1pp |
| Employer contribution / active EE | $3,006 | $2,037+47.5% | $2,689+11.8% | $2,270+32.4% |
| Participant deferral / active EE | $82 | $3,501-97.7% | $4,245-98.1% | $3,740-97.8% |
| Admin fee / account holder | $27 | $535-94.9% | $6,642-99.6% | $513-94.7% |