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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 | $38,099 | $45,087-15.5% | $69,483-45.2% | $72,976-47.8% |
| Participation rate | 98.4% | 68.5%+30.0pp | 74.6%+23.8pp | 69.5%+28.9pp |
| Annual return | 18.60% | 22.67%-4.1pp | 28.99%-10.4pp | 81.02%-62.4pp |
| Employer contribution / active EE | $4,225 | $2,055+105.6% | $2,780+52.0% | $2,440+73.2% |
| Participant deferral / active EE | $183 | $2,603-93.0% | $3,537-94.8% | $3,608-94.9% |
| Admin fee / account holder | $215 | $3,057-93.0% | $3,841-94.4% | $5,124-95.8% |