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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 | $54,516 | $58,895-7.4% | $178,503-69.5% | $73,497-25.8% |
| Participation rate | 86.1% | 66.2%+19.9pp | 81.9%+4.2pp | 70.7%+15.4pp |
| Annual return | 9.51% | 24.86%-15.4pp | 151.12%-141.6pp | 28.51%-19.0pp |
| Employer contribution / active EE | $3,110 | $2,236+39.1% | $5,011-37.9% | $2,270+37.0% |
| Participant deferral / active EE | $3,530 | $2,567+37.5% | $5,202-32.1% | $3,740-5.6% |
| Admin fee / account holder | $21 | $400-94.6% | $13,987-99.8% | $513-95.8% |