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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 | $16,060 | $46,732-65.6% | $156,551-89.7% | $55,167-70.9% |
| Participation rate | 71.5% | 65.8%+5.7pp | 84.0%-12.5pp | 69.0%+2.5pp |
| Annual return | 2.09% | 17.72%-15.6pp | 32.23%-30.1pp | 169.23%-167.1pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,706 | $2,204+22.8% | $4,871-44.4% | $3,054-11.4% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |