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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 | $43,713 | $50,385-13.2% | $75,501-42.1% | $62,293-29.8% |
| Participation rate | 95.1% | 67.7%+27.4pp | 72.4%+22.7pp | 69.5%+25.6pp |
| Annual return | 12.08% | 19.90%-7.8pp | 27.35%-15.3pp | 28.90%-16.8pp |
| Employer contribution / active EE | $4,301 | $1,537+179.8% | $2,352+82.9% | $2,042+110.6% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,142-100.0% | $3,169-100.0% |
| Admin fee / account holder | $4 | $384-98.9% | $5,801-99.9% | $479-99.1% |