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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 | $5,760 | $47,456-87.9% | $172,752-96.7% | $77,775-92.6% |
| Participation rate | 91.5% | 66.3%+25.2pp | 82.6%+8.8pp | 73.2%+18.3pp |
| Annual return | 17.81% | 35.57%-17.8pp | 802.97%-785.2pp | 32.58%-14.8pp |
| Employer contribution / active EE | $370 | $1,574-76.5% | $5,144-92.8% | $2,504-85.2% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $40 | $81-50.2% | $13,955-99.7% | $100-59.8% |