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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 | $9,385 | $46,072-79.6% | $69,779-86.6% | $55,167-83.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 8.15% | 8.68%-0.5pp | 12.99%-4.8pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,480 | $1,500-1.3% | $2,338-36.7% | $1,963-24.6% |
| Participant deferral / active EE | $694 | $2,344-70.4% | $2,931-76.3% | $3,054-77.3% |
| Admin fee / account holder | $30 | $428-93.0% | $4,381-99.3% | $504-94.1% |