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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 | $34,408 | $98,982-65.2% | $162,185-78.8% | $65,186-47.2% |
| Participation rate | 98.6% | 85.8%+12.8pp | 87.6%+11.1pp | 70.2%+28.4pp |
| Annual return | 8.83% | 24.84%-16.0pp | 115.61%-106.8pp | 29.39%-20.6pp |
| Employer contribution / active EE | $2,660 | $3,467-23.3% | $5,613-52.6% | $2,177+22.2% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $10,844-100.0% | $847-100.0% |