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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 | $27,690 | $51,620-46.4% | $90,324-69.3% | $65,186-57.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 16.25% | 24.94%-8.7pp | 78.15%-61.9pp | 29.39%-13.1pp |
| Employer contribution / active EE | $2,712 | $2,235+21.4% | $2,856-5.0% | $2,177+24.6% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $384-100.0% | $5,356-100.0% | $847-100.0% |