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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 | $13,811 | $51,620-73.2% | $90,324-84.7% | $65,186-78.8% |
| Participation rate | 71.7% | 68.6%+3.0pp | 73.3%-1.6pp | 70.2%+1.5pp |
| Annual return | 29.03% | 24.94%+4.1pp | 78.15%-49.1pp | 29.39%-0.4pp |
| Employer contribution / active EE | $654 | $2,235-70.7% | $2,856-77.1% | $2,177-69.9% |
| Participant deferral / active EE | $1,429 | $2,871-50.2% | $3,885-63.2% | $3,514-59.3% |
| Admin fee / account holder | $18 | $384-95.4% | $5,356-99.7% | $847-97.9% |