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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 | $8,805 | $60,165-85.4% | $74,184-88.1% | $55,167-84.0% |
| Participation rate | 98.2% | 74.2%+24.1pp | 76.6%+21.6pp | 69.0%+29.2pp |
| Annual return | -293.38% | 10.00%-303.4pp | 17.74%-311.1pp | 169.23%-462.6pp |
| Employer contribution / active EE | $38,622 | $1,600+2314.4% | $2,370+1529.5% | $1,963+1867.9% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |