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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 | $75,801 | $78,423-3.3% | $95,964-21.0% | $79,856-5.1% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | -3.01% | 19.37%-22.4pp | 91.64%-94.7pp | 31.71%-34.7pp |
| Employer contribution / active EE | $2,575 | $1,945+32.3% | $2,541+1.3% | $2,471+4.2% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $15 | $5,622-99.7% | $6,797-99.8% | $5,306-99.7% |