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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 | $34,320 | $46,173-25.7% | $170,435-79.9% | $69,631-50.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 10.15% | 21.62%-11.5pp | 205.94%-195.8pp | 27571.02%-27560.9pp |
| Employer contribution / active EE | $961 | $1,610-40.3% | $5,432-82.3% | $2,032-52.7% |
| Participant deferral / active EE | $836 | $2,080-59.8% | $4,939-83.1% | $3,224-74.1% |
| Admin fee / account holder | $18 | $116-84.6% | $13,881-99.9% | $110-83.9% |