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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 | $16,933 | $66,650-74.6% | $92,915-81.8% | $67,582-74.9% |
| Participation rate | 85.8% | 72.5%+13.3pp | 76.0%+9.8pp | 71.3%+14.5pp |
| Annual return | 24.19% | 92.64%-68.4pp | 109.45%-85.3pp | 378.57%-354.4pp |
| Employer contribution / active EE | $2,285 | $2,777-17.7% | $3,653-37.5% | $2,148+6.4% |
| Participant deferral / active EE | $2,880 | $3,160-8.8% | $4,238-32.0% | $3,539-18.6% |
| Admin fee / account holder | $3 | $199-98.6% | $5,796-100.0% | $142-98.0% |