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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 | $45,283 | $84,948-46.7% | $70,494-35.8% | $73,412-38.3% |
| Participation rate | 93.4% | 79.9%+13.5pp | 75.1%+18.4pp | 72.2%+21.3pp |
| Annual return | 2.00% | 13.39%-11.4pp | 109.16%-107.2pp | 59.30%-57.3pp |
| Employer contribution / active EE | $1,209 | $2,834-57.3% | $2,738-55.8% | $2,234-45.9% |
| Participant deferral / active EE | $2,128 | $3,387-37.2% | $3,711-42.6% | $3,806-44.1% |
| Admin fee / account holder | $0 | $98-100.0% | $3,848-100.0% | $158-100.0% |