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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 | $10,551 | $52,967-80.1% | $172,753-93.9% | $65,186-83.8% |
| Participation rate | 78.9% | 66.2%+12.7pp | 82.6%-3.7pp | 70.2%+8.7pp |
| Annual return | 19.05% | 30.12%-11.1pp | 803.00%-784.0pp | 29.39%-10.3pp |
| Employer contribution / active EE | $463 | $2,190-78.9% | $5,144-91.0% | $2,177-78.7% |
| Participant deferral / active EE | $494 | $2,471-80.0% | $5,198-90.5% | $3,514-86.0% |
| Admin fee / account holder | $19 | $472-96.0% | $13,956-99.9% | $847-97.8% |