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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 | $25,499 | $57,976-56.0% | $63,018-59.5% | $62,293-59.1% |
| Participation rate | 96.3% | 75.9%+20.4pp | 74.8%+21.5pp | 69.5%+26.8pp |
| Annual return | 11.45% | 17.54%-6.1pp | 87.62%-76.2pp | 28.90%-17.5pp |
| Employer contribution / active EE | $2,204 | $2,415-8.7% | $2,761-20.2% | $2,042+7.9% |
| Participant deferral / active EE | $1,477 | $2,956-50.0% | $3,330-55.6% | $3,169-53.4% |
| Admin fee / account holder | $31 | $276-88.9% | $3,601-99.1% | $479-93.6% |