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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 | $5,962 | $43,466-86.3% | $90,970-93.4% | $90,274-93.4% |
| Participation rate | 85.9% | 62.5%+23.4pp | 69.0%+16.9pp | 73.4%+12.5pp |
| Annual return | -30.63% | 25.26%-55.9pp | 134.60%-165.2pp | 53.97%-84.6pp |
| Employer contribution / active EE | $5,022 | $840+497.8% | $2,122+136.7% | $2,523+99.0% |
| Participant deferral / active EE | $0 | $2,138-100.0% | $3,373-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $5,961-100.0% | $114-100.0% |