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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 | $3,237 | $46,732-93.1% | $156,551-97.9% | $55,167-94.1% |
| Participation rate | 73.4% | 65.8%+7.6pp | 84.0%-10.6pp | 69.0%+4.4pp |
| Annual return | 7.35% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $326 | $2,105-84.5% | $5,501-94.1% | $1,963-83.4% |
| Participant deferral / active EE | $349 | $2,204-84.2% | $4,871-92.8% | $3,054-88.6% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |