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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 | $12,083 | $54,121-77.7% | $134,162-91.0% | $73,412-83.5% |
| Participation rate | 98.4% | 64.4%+34.1pp | 72.2%+26.2pp | 72.2%+26.2pp |
| Annual return | 11.36% | -312.52%+323.9pp | 36.35%-25.0pp | 59.30%-47.9pp |
| Employer contribution / active EE | $1,042 | $1,402-25.6% | $3,705-71.9% | $2,234-53.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,500-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $6,685-100.0% | $158-100.0% |