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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 | $41,972 | $64,909-35.3% | $82,312-49.0% | $62,293-32.6% |
| Participation rate | 93.8% | 74.9%+18.9pp | 76.9%+16.9pp | 69.5%+24.2pp |
| Annual return | 11.89% | 21.18%-9.3pp | 25.88%-14.0pp | 28.90%-17.0pp |
| Employer contribution / active EE | $781 | $1,676-53.4% | $2,428-67.8% | $2,042-61.7% |
| Participant deferral / active EE | $2,146 | $3,103-30.9% | $3,706-42.1% | $3,169-32.3% |
| Admin fee / account holder | $13 | $440-97.1% | $5,608-99.8% | $479-97.4% |