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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 | $3,879 | $62,928-93.8% | $172,755-97.8% | $67,579-94.3% |
| Participation rate | 96.3% | 64.5%+31.9pp | 82.6%+13.7pp | 71.3%+25.1pp |
| Annual return | 20.26% | 30.36%-10.1pp | 802.94%-782.7pp | 378.56%-358.3pp |
| Employer contribution / active EE | $106 | $1,636-93.5% | $5,144-97.9% | $2,148-95.1% |
| Participant deferral / active EE | $745 | $2,145-65.2% | $5,198-85.7% | $3,539-78.9% |
| Admin fee / account holder | $0 | $167-100.0% | $13,955-100.0% | $142-100.0% |