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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 | $37,283 | $46,599-20.0% | $64,101-41.8% | $75,173-50.4% |
| Participation rate | 97.1% | 65.9%+31.2pp | 72.3%+24.8pp | 67.2%+29.9pp |
| Annual return | 9.91% | 26.06%-16.1pp | 33.72%-23.8pp | 160.72%-150.8pp |
| Employer contribution / active EE | $1,485 | $1,975-24.8% | $2,749-46.0% | $2,671-44.4% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |