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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 | $10,359 | $85,169-87.8% | $172,755-94.0% | $72,983-85.8% |
| Participation rate | 72.3% | 70.1%+2.2pp | 82.6%-10.3pp | 69.5%+2.8pp |
| Annual return | 12.67% | 27.32%-14.7pp | 802.94%-790.3pp | 81.01%-68.3pp |
| Employer contribution / active EE | $1,065 | $3,324-68.0% | $5,144-79.3% | $2,440-56.4% |
| Participant deferral / active EE | $1,750 | $3,260-46.3% | $5,198-66.3% | $3,608-51.5% |
| Admin fee / account holder | $15 | $5,880-99.7% | $13,955-99.9% | $5,124-99.7% |