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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 | $2,500 | $289,147-99.1% | $125,864-98.0% | $289,147-99.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 84.4%+15.6pp | 80.8%+19.2pp |
| Annual return | 0.00% | 12.61%-12.6pp | 46.40%-46.4pp | 12.61%-12.6pp |
| Employer contribution / active EE | $0 | $13,617-100.0% | $4,881-100.0% | $13,617-100.0% |
| Participant deferral / active EE | $0 | $5,372-100.0% | $3,129-100.0% | $5,372-100.0% |
| Admin fee / account holder | $0 | $23,026-100.0% | $132-100.0% | $23,026-100.0% |