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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 | $32,019 | $100,060-68.0% | $149,721-78.6% | $70,126-54.3% |
| Participation rate | 84.7% | 83.6%+1.1pp | 87.1%-2.4pp | 69.5%+15.2pp |
| Annual return | 1.01% | 27.46%-26.5pp | 1501.67%-1500.7pp | 73.15%-72.1pp |
| Employer contribution / active EE | $1,968 | $3,661-46.2% | $5,444-63.9% | $2,343-16.0% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $11,282-100.0% | $4,645-100.0% |