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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 | $133,203 | $91,517+45.6% | $101,275+31.5% | $73,412+81.4% |
| Participation rate | 99.1% | 73.8%+25.3pp | 75.8%+23.2pp | 72.2%+26.9pp |
| Annual return | 11.54% | 17.17%-5.6pp | 46.48%-34.9pp | 59.30%-47.8pp |
| Employer contribution / active EE | $8,138 | $2,877+182.9% | $3,660+122.3% | $2,234+264.3% |
| 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% |