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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 | $36,602 | $60,165-39.2% | $74,184-50.7% | $55,167-33.7% |
| Participation rate | 95.4% | 74.2%+21.3pp | 76.6%+18.8pp | 69.0%+26.4pp |
| Annual return | 5.12% | 10.00%-4.9pp | 17.74%-12.6pp | 169.23%-164.1pp |
| Employer contribution / active EE | $763 | $1,600-52.3% | $2,370-67.8% | $1,963-61.1% |
| Participant deferral / active EE | $1,904 | $2,973-35.9% | $3,550-46.4% | $3,054-37.7% |
| Admin fee / account holder | $18 | $419-95.8% | $5,586-99.7% | $504-96.5% |