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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 | $54,819 | $63,082-13.1% | $81,726-32.9% | $79,856-31.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 6.20% | 22.66%-16.5pp | 29.49%-23.3pp | 31.71%-25.5pp |
| Employer contribution / active EE | $4,645 | $1,795+158.7% | $4,311+7.8% | $2,471+88.0% |
| Participant deferral / active EE | $1,961 | $2,780-29.5% | $7,108-72.4% | $3,741-47.6% |
| Admin fee / account holder | $83 | $4,428-98.1% | $5,160-98.4% | $5,306-98.4% |