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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 | $38,669 | $51,244-24.5% | $80,977-52.2% | $55,167-29.9% |
| Participation rate | 99.1% | 71.7%+27.4pp | 75.8%+23.3pp | 69.0%+30.1pp |
| Annual return | 0.98% | 17.39%-16.4pp | 17.11%-16.1pp | 169.23%-168.2pp |
| Employer contribution / active EE | $937 | $1,770-47.1% | $3,715-74.8% | $1,963-52.3% |
| Participant deferral / active EE | $2,328 | $4,418-47.3% | $5,696-59.1% | $3,054-23.8% |
| Admin fee / account holder | $0 | $398-100.0% | $5,517-100.0% | $504-100.0% |