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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 | $22,884 | $46,732-51.0% | $156,551-85.4% | $55,167-58.5% |
| Participation rate | 96.2% | 65.8%+30.4pp | 84.0%+12.2pp | 69.0%+27.2pp |
| Annual return | 5.87% | 17.72%-11.8pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,758 | $2,204+25.1% | $4,871-43.4% | $3,054-9.7% |
| Admin fee / account holder | $126 | $418-70.0% | $13,028-99.0% | $504-75.1% |