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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 | $26,982 | $77,638-65.2% | $156,551-82.8% | $62,881-57.1% |
| Participation rate | 92.2% | 71.2%+21.0pp | 84.0%+8.2pp | 69.3%+22.9pp |
| Annual return | -0.89% | 50.33%-51.2pp | 32.23%-33.1pp | 20.14%-21.0pp |
| Employer contribution / active EE | $2,181 | $3,444-36.7% | $5,501-60.3% | $2,281-4.4% |
| Participant deferral / active EE | $3,257 | $3,046+7.0% | $4,871-33.1% | $3,203+1.7% |
| Admin fee / account holder | $115 | $5,561-97.9% | $13,028-99.1% | $4,296-97.3% |