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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 | $12,494 | $64,359-80.6% | $90,161-86.1% | $70,126-82.2% |
| Participation rate | 93.3% | 70.4%+22.9pp | 76.9%+16.5pp | 69.5%+23.8pp |
| Annual return | 33.50% | 28.13%+5.4pp | 34.89%-1.4pp | 73.15%-39.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $11,313 | $4,389+157.7% | $5,287+114.0% | $3,332+239.5% |
| Admin fee / account holder | $21 | $3,945-99.5% | $5,943-99.6% | $4,645-99.5% |