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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 | $43,157 | $73,638-41.4% | $95,964-55.0% | $73,497-41.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 10.53% | 16.78%-6.3pp | 91.64%-81.1pp | 28.51%-18.0pp |
| Employer contribution / active EE | $654 | $1,863-64.9% | $2,541-74.3% | $2,270-71.2% |
| Participant deferral / active EE | $2,421 | $3,617-33.1% | $4,167-41.9% | $3,740-35.3% |
| Admin fee / account holder | $8 | $482-98.3% | $6,797-99.9% | $513-98.4% |