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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 | $81,787 | $68,413+19.5% | $123,105-33.6% | $55,191+48.2% |
| Participation rate | 98.8% | 84.5%+14.3pp | 86.8%+12.1pp | 69.2%+29.7pp |
| Annual return | 6.89% | 6.30%+0.6pp | 13.22%-6.3pp | 10.78%-3.9pp |
| Employer contribution / active EE | $2,651 | $3,050-13.1% | $5,151-48.5% | $1,899+39.6% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,014-100.0% | $91-100.0% |