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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,454 | $52,884-70.8% | $84,753-81.8% | $55,167-72.0% |
| Participation rate | 71.0% | 67.5%+3.5pp | 76.6%-5.6pp | 69.0%+2.0pp |
| Annual return | 6.32% | 18.03%-11.7pp | 22.78%-16.5pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,239 | $2,233-44.5% | $3,574-65.3% | $1,963-36.9% |
| Participant deferral / active EE | $1,063 | $2,644-59.8% | $3,712-71.4% | $3,054-65.2% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |