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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 | $11,791 | $91,710-87.1% | $67,560-82.5% | $77,762-84.8% |
| Participation rate | 99.5% | 76.0%+23.5pp | 72.9%+26.6pp | 70.6%+28.9pp |
| Annual return | 11.76% | 14.88%-3.1pp | 3533.50%-3521.7pp | 31.27%-19.5pp |
| Employer contribution / active EE | $1,011 | $3,187-68.3% | $2,737-63.1% | $2,728-62.9% |
| Participant deferral / active EE | $502 | $3,911-87.2% | $4,004-87.5% | $4,651-89.2% |
| Admin fee / account holder | $0 | $245-100.0% | $3,994-100.0% | $433-100.0% |