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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 | $13,574 | $45,043-69.9% | $63,005-78.5% | $70,124-80.6% |
| Participation rate | 82.8% | 69.5%+13.2pp | 74.8%+7.9pp | 69.5%+13.2pp |
| Annual return | 8.97% | 18.76%-9.8pp | 87.59%-78.6pp | 73.14%-64.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $984 | $2,466-60.1% | $3,329-70.4% | $3,332-70.5% |
| Admin fee / account holder | $0 | $2,833-100.0% | $3,599-100.0% | $4,645-100.0% |