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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 | $16,620 | $43,749-62.0% | $158,223-89.5% | $65,306-74.6% |
| Participation rate | 78.9% | 56.9%+22.0pp | 79.2%-0.3pp | 57.7%+21.2pp |
| Annual return | 5.29% | 19.41%-14.1pp | 52.09%-46.8pp | 21.94%-16.7pp |
| Employer contribution / active EE | $914 | $1,497-39.0% | $4,109-77.8% | $1,967-53.6% |
| Participant deferral / active EE | $879 | $2,019-56.5% | $5,467-83.9% | $2,959-70.3% |
| Admin fee / account holder | $173 | $1,930-91.1% | $16,047-98.9% | $3,480-95.0% |