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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 | $30,811 | $84,236-63.4% | $170,435-81.9% | $70,126-56.1% |
| Participation rate | 95.0% | 70.8%+24.2pp | 83.6%+11.4pp | 69.5%+25.5pp |
| Annual return | 11.69% | 23.06%-11.4pp | 205.94%-194.2pp | 73.15%-61.5pp |
| Employer contribution / active EE | $2,388 | $3,387-29.5% | $5,432-56.0% | $2,343+2.0% |
| Participant deferral / active EE | $2,508 | $3,086-18.7% | $4,939-49.2% | $3,332-24.7% |
| Admin fee / account holder | $30 | $5,698-99.5% | $13,881-99.8% | $4,645-99.4% |