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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 | $33,530 | $51,769-35.2% | $57,356-41.5% | $52,331-35.9% |
| Participation rate | 96.2% | 75.2%+20.9pp | 75.1%+21.1pp | 68.1%+28.0pp |
| Annual return | 3.44% | 2.43%+1.0pp | 24.41%-21.0pp | 4.54%-1.1pp |
| Employer contribution / active EE | $175 | $2,335-92.5% | $2,689-93.5% | $1,882-90.7% |
| Participant deferral / active EE | $2,341 | $2,794-16.2% | $3,162-25.9% | $3,022-22.5% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |