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Employer 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 | $7,849 | $47,977-83.6% | $154,108-94.9% | $56,289-86.1% |
| Participation rate | 70.9% | 66.2%+4.8pp | 83.0%-12.1pp | 69.9%+1.1pp |
| Annual return | 6.00% | 3.54%+2.5pp | 735.21%-729.2pp | -9.96%+16.0pp |
| Employer contribution / active EE | $299 | $2,169-86.2% | $5,298-94.4% | $2,111-85.8% |
| Participant deferral / active EE | $965 | $2,392-59.7% | $5,081-81.0% | $3,350-71.2% |
| Admin fee / account holder | $10 | $438-97.6% | $13,411-99.9% | $521-98.0% |