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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 | $19,034 | $75,962-74.9% | $154,108-87.6% | $64,173-70.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.13% | 30.32%-37.5pp | 735.21%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,831 | $3,350-15.5% | $5,298-46.6% | $2,381+18.9% |
| Participant deferral / active EE | $551 | $3,175-82.7% | $5,081-89.2% | $3,470-84.1% |
| Admin fee / account holder | $140 | $5,589-97.5% | $13,411-99.0% | $4,887-97.1% |