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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 | $7,359 | $58,895-87.5% | $178,503-95.9% | $73,497-90.0% |
| Participation rate | 99.0% | 66.2%+32.8pp | 81.9%+17.1pp | 70.7%+28.3pp |
| Annual return | 2.95% | 24.86%-21.9pp | 151.12%-148.2pp | 28.51%-25.6pp |
| Employer contribution / active EE | $402 | $2,236-82.0% | $5,011-92.0% | $2,270-82.3% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |