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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 | $5,357 | $52,293-89.8% | $178,503-97.0% | $73,412-92.7% |
| Participation rate | 83.4% | 65.3%+18.1pp | 81.9%+1.5pp | 72.2%+11.3pp |
| Annual return | 155.52% | 34.75%+120.8pp | 151.12%+4.4pp | 59.30%+96.2pp |
| Employer contribution / active EE | $1,200 | $1,736-30.9% | $5,011-76.0% | $2,234-46.3% |
| Participant deferral / active EE | $1,531 | $2,333-34.4% | $5,202-70.6% | $3,806-59.8% |
| Admin fee / account holder | $0 | $127-100.0% | $13,987-100.0% | $158-100.0% |