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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 | $22,995 | $46,732-50.8% | $156,551-85.3% | $55,167-58.3% |
| Participation rate | 81.7% | 65.8%+15.9pp | 84.0%-2.3pp | 69.0%+12.7pp |
| Annual return | 0.21% | 17.72%-17.5pp | 32.23%-32.0pp | 169.23%-169.0pp |
| Employer contribution / active EE | $2,827 | $2,105+34.3% | $5,501-48.6% | $1,963+44.0% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |