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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 | $128,041 | $76,774+66.8% | $112,270+14.0% | $77,906+64.4% |
| Participation rate | 70.3% | 80.2%-9.9pp | 75.1%-4.8pp | 73.7%-3.4pp |
| Annual return | 57.19% | -10.25%+67.4pp | 27.49%+29.7pp | 12.16%+45.0pp |
| Employer contribution / active EE | $286 | $3,977-92.8% | $3,635-92.1% | $2,846-90.0% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $239-100.0% | $6,411-100.0% | $133-100.0% |