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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 | $24,650 | $55,002-55.2% | $59,899-58.8% | $56,289-56.2% |
| Participation rate | 98.3% | 75.9%+22.4pp | 74.7%+23.6pp | 69.9%+28.4pp |
| Annual return | 9.41% | 1.13%+8.3pp | 3.46%+5.9pp | -9.96%+19.4pp |
| Employer contribution / active EE | $460 | $2,448-81.2% | $2,723-83.1% | $2,111-78.2% |
| Participant deferral / active EE | $1,194 | $3,121-61.8% | $3,402-64.9% | $3,350-64.4% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |