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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 | $15,667 | $49,249-68.2% | $70,476-77.8% | $79,852-80.4% |
| Participation rate | 98.9% | 69.2%+29.7pp | 75.1%+23.9pp | 69.6%+29.3pp |
| Annual return | 19.17% | 30.09%-10.9pp | 109.12%-90.0pp | 31.72%-12.6pp |
| Employer contribution / active EE | $1,032 | $2,100-50.8% | $2,738-62.3% | $2,471-58.2% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |