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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 | $5,849 | $75,183-92.2% | $123,894-95.3% | $55,167-89.4% |
| Participation rate | 93.9% | 72.8%+21.1pp | 81.4%+12.5pp | 69.0%+24.9pp |
| Annual return | 27.71% | 19.01%+8.7pp | 47.52%-19.8pp | 169.23%-141.5pp |
| Employer contribution / active EE | $2,213 | $2,823-21.6% | $4,617-52.1% | $1,963+12.8% |
| Participant deferral / active EE | $762 | $5,084-85.0% | $5,984-87.3% | $3,054-75.1% |
| Admin fee / account holder | $32 | $663-95.2% | $8,357-99.6% | $504-93.7% |