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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 | $33,718 | $37,044-9.0% | $71,796-53.0% | $57,658-41.5% |
| Participation rate | 72.1% | 61.1%+11.0pp | 69.1%+3.0pp | 70.2%+1.9pp |
| Annual return | 6.50% | 12.64%-6.1pp | 78.04%-71.5pp | 5.13%+1.4pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $775 | $1,974-60.7% | $2,794-72.3% | $3,061-74.7% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |