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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 | $7,380 | $37,196-80.2% | $154,111-95.2% | $55,725-86.8% |
| Participation rate | 78.0% | 64.1%+13.9pp | 83.0%-5.0pp | 70.9%+7.1pp |
| Annual return | -6.13% | 1319.68%-1325.8pp | 735.18%-741.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $766 | $1,614-52.5% | $5,298-85.5% | $2,078-63.1% |
| Participant deferral / active EE | $2,391 | $2,068+15.6% | $5,081-52.9% | $3,356-28.7% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |