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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 | $16,639 | $60,545-72.5% | $92,240-82.0% | $69,631-76.1% |
| Participation rate | 82.2% | 72.2%+10.1pp | 76.5%+5.7pp | 70.7%+11.5pp |
| Annual return | 15.47% | 19.71%-4.2pp | 176.29%-160.8pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $670 | $2,633-74.6% | $3,680-81.8% | $2,032-67.0% |
| Participant deferral / active EE | $1,855 | $2,828-34.4% | $3,897-52.4% | $3,224-42.5% |
| Admin fee / account holder | $8 | $145-94.4% | $5,194-99.8% | $110-92.7% |