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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 | $38,395 | $89,652-57.2% | $141,197-72.8% | $65,186-41.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 20.25% | 32.79%-12.5pp | 71.41%-51.2pp | 29.39%-9.1pp |
| Employer contribution / active EE | $2,861 | $3,065-6.6% | $4,736-39.6% | $2,177+31.4% |
| Participant deferral / active EE | $3,029 | $5,691-46.8% | $6,710-54.9% | $3,514-13.8% |
| Admin fee / account holder | $85 | $569-85.1% | $10,265-99.2% | $847-90.0% |