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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 | $10,573 | $59,535-82.2% | $90,161-88.3% | $62,293-83.0% |
| Participation rate | 94.4% | 73.0%+21.4pp | 76.9%+17.6pp | 69.5%+24.9pp |
| Annual return | 37.23% | 23.53%+13.7pp | 34.89%+2.3pp | 28.90%+8.3pp |
| Employer contribution / active EE | $2,094 | $1,826+14.7% | $3,318-36.9% | $2,042+2.5% |
| Participant deferral / active EE | $3,679 | $4,639-20.7% | $5,287-30.4% | $3,169+16.1% |
| Admin fee / account holder | $2 | $337-99.4% | $5,943-100.0% | $479-99.6% |