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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 | $11,295 | $46,722-75.8% | $130,660-91.4% | $65,186-82.7% |
| Participation rate | 97.9% | 60.9%+37.0pp | 71.7%+26.2pp | 70.2%+27.7pp |
| Annual return | 15.04% | 24.17%-9.1pp | 1709.29%-1694.3pp | 29.39%-14.3pp |
| Employer contribution / active EE | $1,114 | $1,488-25.1% | $4,092-72.8% | $2,177-48.8% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $453-100.0% | $5,463-100.0% | $847-100.0% |