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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 | $30,844 | $70,002-55.9% | $115,038-73.2% | $52,331-41.1% |
| Participation rate | 91.9% | 72.1%+19.8pp | 81.4%+10.5pp | 68.1%+23.8pp |
| Annual return | -2.61% | 4.04%-6.7pp | 26.14%-28.8pp | 4.54%-7.2pp |
| Employer contribution / active EE | $653 | $2,715-76.0% | $4,608-85.8% | $1,882-65.3% |
| Participant deferral / active EE | $3,683 | $4,920-25.1% | $6,026-38.9% | $3,022+21.9% |
| Admin fee / account holder | -$12 | $566-102.1% | $8,175-100.1% | $592-102.0% |