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Employer 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 | $40,909 | $66,650-38.6% | $92,915-56.0% | $67,582-39.5% |
| Participation rate | 99.6% | 72.5%+27.1pp | 76.0%+23.6pp | 71.3%+28.4pp |
| Annual return | 52.42% | 92.64%-40.2pp | 109.45%-57.0pp | 378.57%-326.2pp |
| Employer contribution / active EE | $139 | $2,777-95.0% | $3,653-96.2% | $2,148-93.5% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,796-100.0% | $142-100.0% |