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Participant 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 | $94,240 | $70,002+34.6% | $115,038-18.1% | $52,331+80.1% |
| Participation rate | 92.9% | 72.1%+20.8pp | 81.4%+11.5pp | 68.1%+24.8pp |
| Annual return | 37.73% | 4.04%+33.7pp | 26.14%+11.6pp | 4.54%+33.2pp |
| Employer contribution / active EE | $1,475 | $2,715-45.7% | $4,608-68.0% | $1,882-21.6% |
| Participant deferral / active EE | $1,475 | $4,920-70.0% | $6,026-75.5% | $3,022-51.2% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |