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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 | $2,308 | $99,957-97.7% | $149,730-98.5% | $73,493-96.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.70%-276.7pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,560 | $3,191-51.1% | $4,645-66.4% | $2,270-31.3% |
| Participant deferral / active EE | $778 | $6,073-87.2% | $6,843-88.6% | $3,740-79.2% |
| Admin fee / account holder | $0 | $551-100.0% | $9,310-100.0% | $513-100.0% |