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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 | $39,246 | $85,171-53.9% | $172,753-77.3% | $72,976-46.2% |
| Participation rate | 78.1% | 70.1%+8.1pp | 82.6%-4.5pp | 69.5%+8.6pp |
| Annual return | 15.73% | 27.32%-11.6pp | 803.00%-787.3pp | 81.02%-65.3pp |
| Employer contribution / active EE | $1,527 | $3,324-54.1% | $5,144-70.3% | $2,440-37.4% |
| Participant deferral / active EE | $2,411 | $3,260-26.0% | $5,198-53.6% | $3,608-33.2% |
| Admin fee / account holder | $6 | $5,880-99.9% | $13,956-100.0% | $5,124-99.9% |