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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 | $42,220 | $64,909-35.0% | $82,312-48.7% | $62,293-32.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 6.70% | 21.18%-14.5pp | 25.88%-19.2pp | 28.90%-22.2pp |
| Employer contribution / active EE | $1,873 | $1,676+11.8% | $2,428-22.9% | $2,042-8.3% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |