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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 | $3,353 | $65,364-94.9% | $92,909-96.4% | $72,975-95.4% |
| Participation rate | 98.6% | 68.3%+30.3pp | 76.0%+22.6pp | 69.5%+29.1pp |
| Annual return | 29.30% | 42.11%-12.8pp | 109.44%-80.1pp | 81.01%-51.7pp |
| Employer contribution / active EE | $2,014 | $2,594-22.4% | $3,653-44.9% | $2,440-17.5% |
| Participant deferral / active EE | $807 | $3,128-74.2% | $4,238-81.0% | $3,608-77.6% |
| Admin fee / account holder | $78 | $4,251-98.2% | $5,795-98.7% | $5,124-98.5% |