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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 | $5,859 | $45,382-87.1% | $154,111-96.2% | $75,289-92.2% |
| Participation rate | 99.3% | 65.9%+33.4pp | 83.0%+16.3pp | 72.4%+26.9pp |
| Annual return | -7.02% | -0.47%-6.6pp | 735.18%-742.2pp | -0.04%-7.0pp |
| Employer contribution / active EE | $399 | $1,533-74.0% | $5,298-92.5% | $2,405-83.4% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $57 | $89-36.1% | $13,411-99.6% | $102-44.2% |