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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 | $29,810 | $75,760-60.7% | $123,105-75.8% | $59,188-49.6% |
| Participation rate | 99.6% | 86.0%+13.5pp | 86.8%+12.8pp | 69.4%+30.1pp |
| Annual return | 6.72% | 2.93%+3.8pp | 13.22%-6.5pp | 5.51%+1.2pp |
| Employer contribution / active EE | $2 | $3,415-99.9% | $5,151-100.0% | $2,098-99.9% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $61-100.0% | $9,014-100.0% | $92-100.0% |