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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 | $57,686 | $79,519-27.5% | $95,964-39.9% | $73,412-21.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 4.28% | 19.20%-14.9pp | 91.64%-87.4pp | 59.30%-55.0pp |
| Employer contribution / active EE | $976 | $2,048-52.4% | $2,541-61.6% | $2,234-56.3% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,797-100.0% | $158-100.0% |