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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 | $1,148 | $69,231-98.3% | $91,994-98.8% | $67,582-98.3% |
| Participation rate | 97.8% | 78.9%+18.9pp | 78.6%+19.1pp | 71.3%+26.5pp |
| Annual return | -141.97% | 32.03%-174.0pp | 69.04%-211.0pp | 378.57%-520.5pp |
| Employer contribution / active EE | $2,397 | $2,284+5.0% | $3,453-30.6% | $2,148+11.6% |
| Participant deferral / active EE | $0 | $5,854-100.0% | $5,924-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $7,744-100.0% | $142-100.0% |