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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 | $26,726 | $52,293-48.9% | $178,499-85.0% | $73,412-63.6% |
| Participation rate | 87.4% | 65.3%+22.1pp | 81.9%+5.5pp | 72.2%+15.2pp |
| Annual return | 3.83% | 34.75%-30.9pp | 151.10%-147.3pp | 59.30%-55.5pp |
| Employer contribution / active EE | $3,004 | $1,735+73.1% | $5,011-40.1% | $2,234+34.5% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $13,986-100.0% | $158-100.0% |