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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 | $4,751 | $55,453-91.4% | $170,435-97.2% | $62,293-92.4% |
| Participation rate | 75.5% | 66.4%+9.1pp | 83.6%-8.1pp | 69.5%+6.0pp |
| Annual return | 18.43% | 21.38%-2.9pp | 205.94%-187.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $510 | $2,164-76.5% | $5,432-90.6% | $2,042-75.1% |
| Participant deferral / active EE | $770 | $2,303-66.5% | $4,939-84.4% | $3,169-75.7% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |