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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 | $9,535 | $35,485-73.1% | $74,551-87.2% | $55,725-82.9% |
| Participation rate | 73.7% | 62.5%+11.2pp | 69.1%+4.6pp | 70.9%+2.9pp |
| Annual return | -3.87% | 0.72%-4.6pp | 32.53%-36.4pp | 244.93%-248.8pp |
| Employer contribution / active EE | $360 | $777-53.6% | $1,961-81.6% | $2,078-82.7% |
| Participant deferral / active EE | $392 | $2,181-82.0% | $3,108-87.4% | $3,356-88.3% |
| Admin fee / account holder | $1 | $114-99.4% | $5,059-100.0% | $115-99.4% |