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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 | $9,171 | $47,977-80.9% | $154,111-94.0% | $56,287-83.7% |
| Participation rate | 84.1% | 66.2%+17.9pp | 83.0%+1.1pp | 69.9%+14.2pp |
| Annual return | 8.09% | 3.54%+4.5pp | 735.18%-727.1pp | -9.96%+18.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,779 | $2,392-25.6% | $5,081-65.0% | $3,350-46.9% |
| Admin fee / account holder | $37 | $438-91.6% | $13,411-99.7% | $521-92.9% |