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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 | $30,476 | $73,102-58.3% | $123,553-75.3% | $56,289-45.9% |
| Participation rate | 89.6% | 74.3%+15.3pp | 82.3%+7.3pp | 69.9%+19.8pp |
| Annual return | -7.75% | 3.01%-10.8pp | 119.21%-127.0pp | -9.96%+2.2pp |
| Employer contribution / active EE | $2,397 | $2,977-19.5% | $4,628-48.2% | $2,111+13.5% |
| Participant deferral / active EE | $5,391 | $5,423-0.6% | $6,426-16.1% | $3,350+60.9% |
| Admin fee / account holder | $221 | $554-60.0% | $9,284-97.6% | $521-57.5% |