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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 | $43,496-61.8% | $161,489-89.7% | $64,340-74.2% |
| Participation rate | 78.9% | 53.5%+25.3pp | 78.7%+0.2pp | 55.2%+23.6pp |
| Annual return | 5.29% | 20.76%-15.5pp | 89.72%-84.4pp | 24.14%-18.9pp |
| Employer contribution / active EE | $914 | $1,431-36.1% | $4,268-78.6% | $1,862-50.9% |
| Participant deferral / active EE | $879 | $1,996-56.0% | $5,630-84.4% | $2,980-70.5% |
| Admin fee / account holder | $173 | $2,330-92.6% | $16,006-98.9% | $3,703-95.3% |