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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 | $36,759 | $45,050-18.4% | $63,018-41.7% | $70,126-47.6% |
| Participation rate | 97.6% | 69.5%+28.1pp | 74.8%+22.8pp | 69.5%+28.1pp |
| Annual return | 9.38% | 18.76%-9.4pp | 87.62%-78.2pp | 73.15%-63.8pp |
| Employer contribution / active EE | $2,147 | $2,052+4.6% | $2,761-22.2% | $2,343-8.4% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |