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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 | $10,266 | $69,383-85.2% | $101,264-89.9% | $73,493-86.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 13.73% | 18.46%-4.7pp | 46.48%-32.7pp | 28.51%-14.8pp |
| Employer contribution / active EE | $3,890 | $2,628+48.0% | $3,660+6.3% | $2,270+71.4% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,947-100.0% | $513-100.0% |