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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 | $31,826 | $75,183-57.7% | $123,894-74.3% | $55,167-42.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 6.42% | 19.01%-12.6pp | 47.52%-41.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $4,317 | $2,823+52.9% | $4,617-6.5% | $1,963+120.0% |
| Participant deferral / active EE | $3,228 | $5,084-36.5% | $5,984-46.1% | $3,054+5.7% |
| Admin fee / account holder | $14 | $663-97.9% | $8,357-99.8% | $504-97.2% |