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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 | $2,305 | $46,732-95.1% | $156,551-98.5% | $55,167-95.8% |
| Participation rate | 88.2% | 65.8%+22.4pp | 84.0%+4.2pp | 69.0%+19.2pp |
| Annual return | 10.13% | 17.72%-7.6pp | 32.23%-22.1pp | 169.23%-159.1pp |
| Employer contribution / active EE | $505 | $2,105-76.0% | $5,501-90.8% | $1,963-74.3% |
| Participant deferral / active EE | $939 | $2,204-57.4% | $4,871-80.7% | $3,054-69.3% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |