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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 | $12,626 | $55,453-77.2% | $170,435-92.6% | $62,293-79.7% |
| Participation rate | 84.9% | 66.4%+18.5pp | 83.6%+1.3pp | 69.5%+15.4pp |
| Annual return | 0.00% | 21.38%-21.4pp | 205.94%-205.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,053 | $2,164-51.4% | $5,432-80.6% | $2,042-48.5% |
| Participant deferral / active EE | $576 | $2,303-75.0% | $4,939-88.3% | $3,169-81.8% |
| Admin fee / account holder | $5 | $455-98.9% | $13,881-100.0% | $479-99.0% |