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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 | $10,430 | $169,879-93.9% | $68,612-84.8% | - |
| Participation rate | 100.0% | 66.9%+33.1pp | 72.2%+27.8pp | - |
| Annual return | 3.09% | -4.47%+7.6pp | -4.63%+7.7pp | - |
| Employer contribution / active EE | $0 | $1,849-100.0% | $2,625-100.0% | - |
| Participant deferral / active EE | $402 | $3,082-87.0% | $3,311-87.9% | - |
| Admin fee / account holder | $0 | $30,762-100.0% | $5,131-100.0% | - |