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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 | $102,382-34.4% | $147,005-54.3% | $80,874-16.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.46% | 134.89%-124.4pp | 418.76%-408.3pp | 35.62%-25.2pp |
| Employer contribution / active EE | $3,809 | $3,715+2.5% | $4,934-22.8% | $2,756+38.2% |
| Participant deferral / active EE | $3,448 | $6,646-48.1% | $8,070-57.3% | $4,297-19.8% |
| Admin fee / account holder | $3 | $7,942-100.0% | $13,006-100.0% | $6,935-100.0% |