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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 | $7,054 | $55,453-87.3% | $170,435-95.9% | $62,293-88.7% |
| Participation rate | 72.3% | 66.4%+6.0pp | 83.6%-11.3pp | 69.5%+2.8pp |
| Annual return | 11.26% | 21.38%-10.1pp | 205.94%-194.7pp | 28.90%-17.6pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,140 | $2,303-50.5% | $4,939-76.9% | $3,169-64.0% |
| Admin fee / account holder | $6 | $455-98.6% | $13,881-100.0% | $479-98.7% |