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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 | $3,586 | $36,916-90.3% | $156,551-97.7% | $57,658-93.8% |
| Participation rate | 85.1% | 63.4%+21.7pp | 84.0%+1.1pp | 70.2%+14.9pp |
| Annual return | 1.43% | 12.38%-10.9pp | 32.23%-30.8pp | 5.13%-3.7pp |
| Employer contribution / active EE | $888 | $1,571-43.5% | $5,501-83.9% | $1,974-55.0% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $12 | $82-85.4% | $13,028-99.9% | $95-87.3% |