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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 | $45,343-63.3% | $150,298-88.9% | $67,986-75.6% |
| Participation rate | 78.9% | 51.9%+27.0pp | 77.8%+1.1pp | 57.2%+21.7pp |
| Annual return | 5.29% | 33.28%-28.0pp | 62.79%-57.5pp | 31.67%-26.4pp |
| Employer contribution / active EE | $914 | $1,462-37.5% | $4,154-78.0% | $2,019-54.7% |
| Participant deferral / active EE | $879 | $2,055-57.2% | $5,453-83.9% | $3,358-73.8% |
| Admin fee / account holder | $173 | $2,250-92.3% | $14,116-98.8% | $3,203-94.6% |