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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 | $34,292 | $77,638-55.8% | $156,551-78.1% | $62,881-45.5% |
| Participation rate | 95.6% | 71.2%+24.4pp | 84.0%+11.6pp | 69.3%+26.3pp |
| Annual return | 4.57% | 50.33%-45.8pp | 32.23%-27.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $3,563 | $3,444+3.5% | $5,501-35.2% | $2,281+56.2% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |