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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 | $27,884 | $209,422-86.7% | $178,503-84.4% | $158,982-82.5% |
| Participation rate | 95.2% | 86.4%+8.9pp | 81.9%+13.3pp | 82.0%+13.3pp |
| Annual return | 26.03% | 188.81%-162.8pp | 151.12%-125.1pp | 302.99%-277.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,511 | $5,955-7.5% | $5,202+5.9% | $5,983-7.9% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |