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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 | $33,082 | $58,888-43.8% | $178,499-81.5% | $73,493-55.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 10.25% | 24.86%-14.6pp | 151.10%-140.9pp | 28.51%-18.3pp |
| Employer contribution / active EE | $447 | $2,236-80.0% | $5,011-91.1% | $2,270-80.3% |
| Participant deferral / active EE | $867 | $2,568-66.2% | $5,202-83.3% | $3,740-76.8% |
| Admin fee / account holder | $17 | $400-95.7% | $13,986-99.9% | $513-96.6% |