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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 | $28,991 | $70,002-58.6% | $115,038-74.8% | $52,331-44.6% |
| Participation rate | 97.0% | 72.1%+24.8pp | 81.4%+15.6pp | 68.1%+28.8pp |
| Annual return | -1.57% | 4.04%-5.6pp | 26.14%-27.7pp | 4.54%-6.1pp |
| Employer contribution / active EE | $5,202 | $2,715+91.6% | $4,608+12.9% | $1,882+176.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $98 | $566-82.7% | $8,175-98.8% | $592-83.4% |