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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 | $3,419 | $85,169-96.0% | $172,755-98.0% | $72,983-95.3% |
| Participation rate | 78.3% | 70.1%+8.3pp | 82.6%-4.3pp | 69.5%+8.8pp |
| Annual return | 20.19% | 27.32%-7.1pp | 802.94%-782.8pp | 81.01%-60.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,878 | $3,260-42.4% | $5,198-63.9% | $3,608-47.9% |
| Admin fee / account holder | $37 | $5,880-99.4% | $13,955-99.7% | $5,124-99.3% |