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Participant 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.
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 | $8,412 | $75,832-88.9% | $147,617-94.3% | $59,633-85.9% |
| Participation rate | 97.4% | 71.6%+25.9pp | 84.6%+12.8pp | 68.7%+28.8pp |
| Annual return | 1.95% | 0.37%+1.6pp | 61.98%-60.0pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $711 | $3,485-79.6% | $5,564-87.2% | $2,203-67.7% |
| Participant deferral / active EE | $711 | $3,131-77.3% | $4,895-85.5% | $3,192-77.7% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |