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Annual investment return 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 | $24,642 | $86,791-71.6% | $115,038-78.6% | $59,188-58.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.4%+30.6pp |
| Annual return | -1.08% | 4.44%-5.5pp | 26.14%-27.2pp | 5.51%-6.6pp |
| Employer contribution / active EE | $2,700 | $2,950-8.5% | $4,608-41.4% | $2,098+28.7% |
| Participant deferral / active EE | $3,825 | $5,298-27.8% | $6,026-36.5% | $3,265+17.2% |
| Admin fee / account holder | $3 | $95-97.3% | $8,175-100.0% | $92-97.2% |