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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 | $67,177 | $102,422-34.4% | $147,117-54.3% | $80,959-17.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.46% | 135.16%-124.7pp | 420.54%-410.1pp | 35.67%-25.2pp |
| Employer contribution / active EE | $3,809 | $3,717+2.5% | $4,932-22.8% | $2,757+38.1% |
| Participant deferral / active EE | $3,448 | $6,652-48.2% | $8,065-57.2% | $4,300-19.8% |
| Admin fee / account holder | $3 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |