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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 | $14,694 | $52,467-72.0% | $57,196-74.3% | $55,167-73.4% |
| Participation rate | 98.7% | 75.8%+22.8pp | 75.3%+23.3pp | 69.0%+29.7pp |
| Annual return | 6.07% | 7.72%-1.6pp | 14.59%-8.5pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,166 | $2,477-52.9% | $2,683-56.5% | $1,963-40.6% |
| Participant deferral / active EE | $635 | $2,830-77.6% | $3,096-79.5% | $3,054-79.2% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |