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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 | $18,472 | $80,753-77.1% | $136,298-86.4% | $62,293-70.3% |
| Participation rate | 81.7% | 73.5%+8.1pp | 81.9%-0.2pp | 69.5%+12.2pp |
| Annual return | 16.02% | 35.83%-19.8pp | 5156.27%-5140.3pp | 28.90%-12.9pp |
| Employer contribution / active EE | $2,994 | $2,884+3.8% | $4,696-36.2% | $2,042+46.6% |
| Participant deferral / active EE | $789 | $5,164-84.7% | $6,247-87.4% | $3,169-75.1% |
| Admin fee / account holder | $35 | $525-93.4% | $9,244-99.6% | $479-92.8% |