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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 | $7,606 | $52,467-85.5% | $57,196-86.7% | $55,167-86.2% |
| Participation rate | 98.5% | 75.8%+22.7pp | 75.3%+23.2pp | 69.0%+29.5pp |
| Annual return | 8.03% | 7.72%+0.3pp | 14.59%-6.6pp | 169.23%-161.2pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $739 | $2,830-73.9% | $3,096-76.1% | $3,054-75.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |