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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 | $168,791 | $88,479+90.8% | $96,543+74.8% | $80,187+110.5% |
| Participation rate | 97.1% | 79.9%+17.2pp | 74.3%+22.8pp | 72.9%+24.2pp |
| Annual return | 35.22% | 22.53%+12.7pp | 35.75%-0.5pp | 40.40%-5.2pp |
| Employer contribution / active EE | $405 | $4,177-90.3% | $3,741-89.2% | $2,980-86.4% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $211-100.0% | $6,737-100.0% | $145-100.0% |