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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 | $39,059 | $91,517-57.3% | $101,275-61.4% | $73,412-46.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 19.32% | 17.17%+2.1pp | 46.48%-27.2pp | 59.30%-40.0pp |
| Employer contribution / active EE | $116 | $2,877-96.0% | $3,660-96.8% | $2,234-94.8% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |