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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 | $37,400 | $60,795-38.5% | $69,483-46.2% | $65,186-42.6% |
| Participation rate | 95.0% | 74.9%+20.1pp | 74.6%+20.4pp | 70.2%+24.8pp |
| Annual return | 18.08% | 17.46%+0.6pp | 28.99%-10.9pp | 29.39%-11.3pp |
| Employer contribution / active EE | $324 | $2,452-86.8% | $2,780-88.3% | $2,177-85.1% |
| Participant deferral / active EE | $1,315 | $3,162-58.4% | $3,537-62.8% | $3,514-62.6% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |