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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 | $26,484 | $74,089-64.3% | $133,975-80.2% | $55,167-52.0% |
| Participation rate | 97.6% | 84.3%+13.3pp | 87.1%+10.5pp | 69.0%+28.6pp |
| Annual return | 26.11% | 12.11%+14.0pp | 29.29%-3.2pp | 169.23%-143.1pp |
| Employer contribution / active EE | $795 | $3,064-74.1% | $5,211-84.8% | $1,963-59.5% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |