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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 | $51,616 | $46,360+11.3% | $147,618-65.0% | $52,331-1.4% |
| Participation rate | 91.1% | 64.9%+26.1pp | 84.6%+6.5pp | 68.1%+23.0pp |
| Annual return | -2.41% | 1.62%-4.0pp | 61.98%-64.4pp | 4.54%-7.0pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,565-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,422 | $2,258+7.3% | $4,895-50.5% | $3,022-19.8% |
| Admin fee / account holder | $89 | $766-88.3% | $11,612-99.2% | $592-84.9% |