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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 | $6,602 | $99,009-93.3% | $86,581-92.4% | $147,585-95.5% |
| Participation rate | 95.0% | 76.3%+18.7pp | 73.5%+21.5pp | 82.8%+12.2pp |
| Annual return | 14.10% | 1312.70%-1298.6pp | 965.06%-951.0pp | 578.58%-564.5pp |
| Employer contribution / active EE | $405 | $3,132-87.1% | $2,840-85.7% | $4,876-91.7% |
| Participant deferral / active EE | $1,042 | $3,972-73.8% | $3,609-71.1% | $5,439-80.8% |
| Admin fee / account holder | $151 | $5,709-97.3% | $4,904-96.9% | $10,886-98.6% |