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Employer 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 | $4,110 | $80,177-94.9% | $123,894-96.7% | $57,658-92.9% |
| Participation rate | 74.6% | 74.4%+0.2pp | 81.4%-6.8pp | 70.2%+4.4pp |
| Annual return | 8.10% | 17.90%-9.8pp | 47.52%-39.4pp | 5.13%+3.0pp |
| Employer contribution / active EE | $199 | $2,913-93.2% | $4,617-95.7% | $1,974-89.9% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $7 | $106-93.4% | $8,357-99.9% | $95-92.5% |