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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 | $46,270 | $65,084-28.9% | $67,681-31.6% | $64,340-28.1% |
| Participation rate | 98.3% | 66.7%+31.6pp | 73.7%+24.6pp | 55.2%+43.1pp |
| Annual return | 9.90% | 20.50%-10.6pp | 590.58%-580.7pp | 24.14%-14.2pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,208 | $3,210-62.4% | $3,976-69.6% | $2,980-59.5% |
| Admin fee / account holder | $8 | $1,415-99.5% | $6,100-99.9% | $3,703-99.8% |