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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 | $35,216 | $57,976-39.3% | $63,018-44.1% | $62,293-43.5% |
| Participation rate | 96.8% | 75.9%+20.9pp | 74.8%+22.0pp | 69.5%+27.3pp |
| Annual return | 14.68% | 17.54%-2.9pp | 87.62%-72.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $522 | $2,415-78.4% | $2,761-81.1% | $2,042-74.5% |
| Participant deferral / active EE | $3,354 | $2,956+13.5% | $3,330+0.7% | $3,169+5.8% |
| Admin fee / account holder | $4 | $276-98.5% | $3,601-99.9% | $479-99.2% |