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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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,123 | $100,801-79.0% | $149,715-85.9% | $73,412-71.2% |
| Participation rate | 84.8% | 77.7%+7.1pp | 82.5%+2.3pp | 72.2%+12.6pp |
| Annual return | 462.55% | 265.34%+197.2pp | 276.66%+185.9pp | 59.30%+403.3pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $9,482 | $6,404+48.1% | $6,842+38.6% | $3,806+149.1% |
| Admin fee / account holder | $1 | $181-99.3% | $9,310-100.0% | $158-99.2% |