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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 | $90,128 | $52,467+71.8% | $57,196+57.6% | $55,167+63.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 1.17% | 7.72%-6.5pp | 14.59%-13.4pp | 169.23%-168.1pp |
| Employer contribution / active EE | $6,302 | $2,477+154.4% | $2,683+134.9% | $1,963+221.1% |
| Participant deferral / active EE | $2,682 | $2,830-5.2% | $3,096-13.4% | $3,054-12.2% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |