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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 | $65,072-28.9% | $66,439-30.4% | $65,306-29.1% |
| Participation rate | 98.3% | 69.1%+29.3pp | 74.5%+23.8pp | 57.7%+40.6pp |
| Annual return | 9.90% | 21.50%-11.6pp | 757.66%-747.8pp | 21.94%-12.0pp |
| Employer contribution / active EE | $0 | $2,475-100.0% | $2,637-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,208 | $3,234-62.7% | $3,876-68.8% | $2,959-59.2% |
| Admin fee / account holder | $8 | $1,323-99.4% | $6,173-99.9% | $3,480-99.8% |