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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 | $13,058 | $50,637-74.2% | $86,582-84.9% | $62,293-79.0% |
| Participation rate | 73.9% | 67.9%+6.0pp | 73.5%+0.4pp | 69.5%+4.4pp |
| Annual return | 18.60% | 20.80%-2.2pp | 965.08%-946.5pp | 28.90%-10.3pp |
| Employer contribution / active EE | $372 | $2,075-82.1% | $2,839-86.9% | $2,042-81.8% |
| Participant deferral / active EE | $1,321 | $2,611-49.4% | $3,609-63.4% | $3,169-58.3% |
| Admin fee / account holder | $18 | $413-95.5% | $4,904-99.6% | $479-96.1% |