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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 | $11,486 | $43,338-73.5% | $59,887-80.8% | $64,173-82.1% |
| Participation rate | 97.9% | 69.2%+28.8pp | 74.7%+23.2pp | 69.6%+28.4pp |
| Annual return | -3.89% | -1.55%-2.3pp | 3.46%-7.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,007 | $2,030-50.4% | $2,722-63.0% | $2,381-57.7% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |