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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 | $5,124 | $67,512-92.4% | $185,851-97.2% | $93,010-94.5% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 15.54% | 21.04%-5.5pp | 122.11%-106.6pp | 158.70%-143.2pp |
| Employer contribution / active EE | $236 | $1,783-86.8% | $5,168-95.4% | $2,705-91.3% |
| Participant deferral / active EE | $675 | $3,035-77.7% | $5,569-87.9% | $4,561-85.2% |
| Admin fee / account holder | $0 | $318-100.0% | $16,245-100.0% | $152-100.0% |