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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 | $25,056 | $60,795-58.8% | $69,483-63.9% | $65,186-61.6% |
| Participation rate | 98.2% | 74.9%+23.4pp | 74.6%+23.6pp | 70.2%+28.0pp |
| Annual return | 5.89% | 17.46%-11.6pp | 28.99%-23.1pp | 29.39%-23.5pp |
| Employer contribution / active EE | $390 | $2,452-84.1% | $2,780-86.0% | $2,177-82.1% |
| Participant deferral / active EE | $1,356 | $3,162-57.1% | $3,537-61.7% | $3,514-61.4% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |