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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 | $5,191 | $71,192-92.7% | $117,861-95.6% | $62,293-91.7% |
| Participation rate | 95.9% | 74.2%+21.7pp | 79.7%+16.2pp | 69.5%+26.4pp |
| Annual return | 18.48% | 18.66%-0.2pp | 335.11%-316.6pp | 28.90%-10.4pp |
| Employer contribution / active EE | $540 | $1,934-72.1% | $3,786-85.7% | $2,042-73.5% |
| Participant deferral / active EE | $1,376 | $3,189-56.8% | $4,482-69.3% | $3,169-56.6% |
| Admin fee / account holder | $0 | $587-100.0% | $8,021-100.0% | $479-100.0% |