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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 | $35,672 | $84,236-57.7% | $170,435-79.1% | $70,126-49.1% |
| Participation rate | 97.8% | 70.8%+27.0pp | 83.6%+14.2pp | 69.5%+28.3pp |
| Annual return | 11.90% | 23.06%-11.2pp | 205.94%-194.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $2,583 | $3,387-23.7% | $5,432-52.4% | $2,343+10.3% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |