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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 | $8,036 | $66,650-87.9% | $92,915-91.4% | $67,582-88.1% |
| Participation rate | 96.4% | 72.5%+23.9pp | 76.0%+20.4pp | 71.3%+25.2pp |
| Annual return | -64.34% | 92.64%-157.0pp | 109.45%-173.8pp | 378.57%-442.9pp |
| Employer contribution / active EE | $903 | $2,777-67.5% | $3,653-75.3% | $2,148-58.0% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,796-100.0% | $142-100.0% |