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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 | $31,113 | $70,002-55.6% | $115,038-73.0% | $52,331-40.5% |
| Participation rate | 99.5% | 72.1%+27.4pp | 81.4%+18.1pp | 68.1%+31.4pp |
| Annual return | -1.88% | 4.04%-5.9pp | 26.14%-28.0pp | 4.54%-6.4pp |
| Employer contribution / active EE | $5,767 | $2,715+112.4% | $4,608+25.2% | $1,882+206.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $99 | $566-82.4% | $8,175-98.8% | $592-83.2% |