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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 | $22,461 | $100,801-77.7% | $149,730-85.0% | $73,412-69.4% |
| Participation rate | 98.2% | 77.7%+20.5pp | 82.5%+15.7pp | 72.2%+26.0pp |
| Annual return | 14.59% | 265.34%-250.7pp | 276.70%-262.1pp | 59.30%-44.7pp |
| Employer contribution / active EE | $2,623 | $3,312-20.8% | $4,645-43.5% | $2,234+17.4% |
| Participant deferral / active EE | $2,623 | $6,404-59.0% | $6,843-61.7% | $3,806-31.1% |
| Admin fee / account holder | $0 | $181-100.0% | $9,310-100.0% | $158-100.0% |