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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 | $45,315 | $88,324-48.7% | $115,038-60.6% | $55,191-17.9% |
| Participation rate | 74.3% | 72.5%+1.8pp | 81.4%-7.0pp | 69.2%+5.2pp |
| Annual return | -1.91% | 6.30%-8.2pp | 26.14%-28.1pp | 10.78%-12.7pp |
| Employer contribution / active EE | $1,305 | $2,805-53.5% | $4,608-71.7% | $1,899-31.3% |
| Participant deferral / active EE | $2,923 | $5,042-42.0% | $6,026-51.5% | $3,046-4.0% |
| Admin fee / account holder | $178 | $105+69.3% | $8,175-97.8% | $91+96.5% |