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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 | $20,408 | $58,726-65.2% | $92,240-77.9% | $62,293-67.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.31% | 43.62%-27.3pp | 176.29%-160.0pp | 28.90%-12.6pp |
| Employer contribution / active EE | $9,921 | $2,392+314.8% | $3,680+169.6% | $2,042+385.8% |
| Participant deferral / active EE | $569 | $2,766-79.4% | $3,897-85.4% | $3,169-82.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |