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Employer 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 | $13,558 | $75,183-82.0% | $123,894-89.1% | $55,167-75.4% |
| Participation rate | 70.1% | 72.8%-2.8pp | 81.4%-11.3pp | 69.0%+1.1pp |
| Annual return | 21.89% | 19.01%+2.9pp | 47.52%-25.6pp | 169.23%-147.3pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,665 | $5,084-8.2% | $5,984-22.0% | $3,054+52.7% |
| Admin fee / account holder | $3 | $663-99.5% | $8,357-100.0% | $504-99.3% |