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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 | $18,131 | $49,249-63.2% | $70,476-74.3% | $79,852-77.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 3.51% | 30.09%-26.6pp | 109.12%-105.6pp | 31.72%-28.2pp |
| Employer contribution / active EE | $2,516 | $2,100+19.8% | $2,738-8.1% | $2,471+1.8% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |