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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 | $2,057 | $62,543-96.7% | $83,327-97.5% | $55,725-96.3% |
| Participation rate | 97.5% | 78.4%+19.1pp | 77.8%+19.7pp | 70.9%+26.6pp |
| Annual return | -99.46% | 14.85%-114.3pp | 10.64%-110.1pp | 244.93%-344.4pp |
| Employer contribution / active EE | $2,522 | $2,427+3.9% | $3,379-25.4% | $2,078+21.4% |
| Participant deferral / active EE | $0 | $5,682-100.0% | $5,565-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $7,540-100.0% | $115-100.0% |