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Employer 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 | $1,108 | $237,565-99.5% | $141,197-99.2% | - |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.5%+17.5pp | - |
| Annual return | 0.00% | 19.47%-19.5pp | 71.41%-71.4pp | - |
| Employer contribution / active EE | $1,108 | $2,430-54.4% | $4,736-76.6% | - |
| Participant deferral / active EE | $0 | $5,165-100.0% | $6,710-100.0% | - |
| Admin fee / account holder | $0 | $15,211-100.0% | $10,265-100.0% | - |