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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 | $21,638 | $48,078-55.0% | $78,676-72.5% | $62,881-65.6% |
| Participation rate | 91.3% | 65.2%+26.1pp | 73.6%+17.7pp | 69.3%+22.0pp |
| Annual return | 0.07% | 31.36%-31.3pp | 62.19%-62.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $5,114 | $2,015+153.9% | $2,850+79.4% | $2,281+124.2% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |