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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 | $61,967 | $52,884+17.2% | $84,753-26.9% | $55,167+12.3% |
| Participation rate | 75.2% | 67.5%+7.7pp | 76.6%-1.4pp | 69.0%+6.2pp |
| Annual return | -3.58% | 18.03%-21.6pp | 22.78%-26.4pp | 169.23%-172.8pp |
| Employer contribution / active EE | $1,900 | $2,233-14.9% | $3,574-46.8% | $1,963-3.2% |
| Participant deferral / active EE | $3,070 | $2,644+16.1% | $3,712-17.3% | $3,054+0.5% |
| Admin fee / account holder | $103 | $581-82.2% | $5,333-98.1% | $504-79.5% |