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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 | $43,587 | $49,255-11.5% | $70,494-38.2% | $79,856-45.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.01% | 30.10%-16.1pp | 109.16%-95.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,221 | $2,100+5.7% | $2,738-18.9% | $2,471-10.1% |
| Participant deferral / active EE | $763 | $2,768-72.5% | $3,711-79.4% | $3,741-79.6% |
| Admin fee / account holder | $233 | $2,879-91.9% | $3,848-93.9% | $5,306-95.6% |