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Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,514 | $48,076-63.6% | $78,693-77.7% | $62,891-72.2% |
| Participation rate | 98.6% | 65.2%+33.3pp | 73.6%+25.0pp | 69.3%+29.2pp |
| Annual return | 0.39% | 31.35%-31.0pp | 62.18%-61.8pp | 20.14%-19.7pp |
| Employer contribution / active EE | $1,062 | $2,015-47.3% | $2,850-62.7% | $2,281-53.4% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,511-100.0% | $4,296-100.0% |