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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 | $10,325 | $75,962-86.4% | $154,108-93.3% | $64,173-83.9% |
| Participation rate | 92.5% | 70.4%+22.1pp | 83.0%+9.5pp | 69.6%+22.9pp |
| Annual return | -2.82% | 30.32%-33.1pp | 735.21%-738.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $486 | $3,350-85.5% | $5,298-90.8% | $2,381-79.6% |
| Participant deferral / active EE | $486 | $3,175-84.7% | $5,081-90.4% | $3,470-86.0% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |