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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 | $11,283 | $85,171-86.8% | $172,753-93.5% | $72,976-84.5% |
| Participation rate | 95.3% | 70.1%+25.3pp | 82.6%+12.7pp | 69.5%+25.9pp |
| Annual return | 16.48% | 27.32%-10.8pp | 803.00%-786.5pp | 81.02%-64.5pp |
| Employer contribution / active EE | $510 | $3,324-84.6% | $5,144-90.1% | $2,440-79.1% |
| Participant deferral / active EE | $510 | $3,260-84.3% | $5,198-90.2% | $3,608-85.9% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |