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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 | $33,730 | $55,002-38.7% | $59,899-43.7% | $56,289-40.1% |
| Participation rate | 99.3% | 75.9%+23.4pp | 74.7%+24.6pp | 69.9%+29.4pp |
| Annual return | -1.89% | 1.13%-3.0pp | 3.46%-5.3pp | -9.96%+8.1pp |
| Employer contribution / active EE | $358 | $2,448-85.4% | $2,723-86.9% | $2,111-83.1% |
| Participant deferral / active EE | $1,319 | $3,121-57.7% | $3,402-61.2% | $3,350-60.6% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |