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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 | $30,299 | $52,467-42.3% | $57,196-47.0% | $55,167-45.1% |
| Participation rate | 86.8% | 75.8%+11.0pp | 75.3%+11.5pp | 69.0%+17.9pp |
| Annual return | 0.41% | 7.72%-7.3pp | 14.59%-14.2pp | 169.23%-168.8pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,759 | $2,830-37.9% | $3,096-43.2% | $3,054-42.4% |
| Admin fee / account holder | $4 | $269-98.5% | $3,141-99.9% | $504-99.2% |