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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 | $52,110 | $52,967-1.6% | $172,753-69.8% | $65,186-20.1% |
| Participation rate | 84.1% | 66.2%+17.9pp | 82.6%+1.5pp | 70.2%+13.9pp |
| Annual return | 0.98% | 30.12%-29.1pp | 803.00%-802.0pp | 29.39%-28.4pp |
| Employer contribution / active EE | $2,942 | $2,190+34.3% | $5,144-42.8% | $2,177+35.2% |
| Participant deferral / active EE | $3,021 | $2,471+22.3% | $5,198-41.9% | $3,514-14.0% |
| Admin fee / account holder | $30 | $472-93.6% | $13,956-99.8% | $847-96.4% |