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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 | $26,150 | $43,423-39.8% | $78,676-66.8% | $55,167-52.6% |
| Participation rate | 98.1% | 68.0%+30.1pp | 73.6%+24.5pp | 69.0%+29.1pp |
| Annual return | 4.97% | 11.53%-6.6pp | 62.19%-57.2pp | 169.23%-164.3pp |
| Employer contribution / active EE | $2,275 | $1,997+13.9% | $2,850-20.2% | $1,963+15.9% |
| Participant deferral / active EE | $764 | $2,509-69.5% | $3,517-78.3% | $3,054-75.0% |
| Admin fee / account holder | $16 | $416-96.2% | $4,510-99.7% | $504-96.9% |