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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 | $30,547 | $57,976-47.3% | $63,018-51.5% | $62,293-51.0% |
| Participation rate | 97.7% | 75.9%+21.7pp | 74.8%+22.9pp | 69.5%+28.1pp |
| Annual return | 11.57% | 17.54%-6.0pp | 87.62%-76.1pp | 28.90%-17.3pp |
| Employer contribution / active EE | $1,913 | $2,415-20.8% | $2,761-30.7% | $2,042-6.3% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,330-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |