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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 | $10,376 | $84,236-87.7% | $170,435-93.9% | $70,126-85.2% |
| Participation rate | 95.0% | 70.8%+24.2pp | 83.6%+11.4pp | 69.5%+25.5pp |
| Annual return | 13.45% | 23.06%-9.6pp | 205.94%-192.5pp | 73.15%-59.7pp |
| Employer contribution / active EE | $508 | $3,387-85.0% | $5,432-90.7% | $2,343-78.3% |
| Participant deferral / active EE | $508 | $3,086-83.6% | $4,939-89.7% | $3,332-84.8% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |