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Annual investment return 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 | $9,319 | $50,175-81.4% | $99,479-90.6% | $65,186-85.7% |
| Participation rate | 99.4% | 68.4%+31.0pp | 73.8%+25.6pp | 70.2%+29.2pp |
| Annual return | -45.76% | 25.36%-71.1pp | 30.72%-76.5pp | 29.39%-75.1pp |
| Employer contribution / active EE | $2,875 | $1,496+92.2% | $2,540+13.2% | $2,177+32.1% |
| Participant deferral / active EE | $0 | $2,748-100.0% | $3,619-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $398-100.0% | $6,253-100.0% | $847-100.0% |