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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 | $40,141 | $65,378-38.6% | $87,103-53.9% | $65,186-38.4% |
| Participation rate | 97.1% | 75.3%+21.8pp | 76.9%+20.3pp | 70.2%+26.9pp |
| Annual return | -3.05% | 31.28%-34.3pp | 28.19%-31.2pp | 29.39%-32.4pp |
| Employer contribution / active EE | $5,990 | $1,823+228.6% | $2,521+137.5% | $2,177+175.2% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |