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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 | $15,359 | $55,002-72.1% | $59,899-74.4% | $56,289-72.7% |
| Participation rate | 99.4% | 75.9%+23.5pp | 74.7%+24.7pp | 69.9%+29.5pp |
| Annual return | -3.51% | 1.13%-4.6pp | 3.46%-7.0pp | -9.96%+6.5pp |
| Employer contribution / active EE | $1,660 | $2,448-32.2% | $2,723-39.0% | $2,111-21.4% |
| Participant deferral / active EE | $930 | $3,121-70.2% | $3,402-72.7% | $3,350-72.2% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |