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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 | $23,469 | $46,732-49.8% | $156,551-85.0% | $55,167-57.5% |
| Participation rate | 99.1% | 65.8%+33.3pp | 84.0%+15.1pp | 69.0%+30.1pp |
| Annual return | 3.82% | 17.72%-13.9pp | 32.23%-28.4pp | 169.23%-165.4pp |
| Employer contribution / active EE | $1,808 | $2,105-14.1% | $5,501-67.1% | $1,963-7.9% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $43 | $418-89.7% | $13,028-99.7% | $504-91.5% |