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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 | $6,356 | $77,638-91.8% | $156,551-95.9% | $62,881-89.9% |
| Participation rate | 98.9% | 71.2%+27.7pp | 84.0%+14.9pp | 69.3%+29.6pp |
| Annual return | 0.33% | 50.33%-50.0pp | 32.23%-31.9pp | 20.14%-19.8pp |
| Employer contribution / active EE | $824 | $3,444-76.1% | $5,501-85.0% | $2,281-63.9% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |