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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 | $25,231 | $55,453-54.5% | $170,435-85.2% | $62,293-59.5% |
| Participation rate | 78.4% | 66.4%+12.0pp | 83.6%-5.2pp | 69.5%+8.8pp |
| Annual return | 10.46% | 21.38%-10.9pp | 205.94%-195.5pp | 28.90%-18.4pp |
| Employer contribution / active EE | $2,868 | $2,164+32.6% | $5,432-47.2% | $2,042+40.5% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |