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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 | $41,647 | $59,535-30.0% | $90,161-53.8% | $62,293-33.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.33% | 23.53%-12.2pp | 34.89%-23.6pp | 28.90%-17.6pp |
| Employer contribution / active EE | $1,484 | $1,826-18.7% | $3,318-55.3% | $2,042-27.3% |
| Participant deferral / active EE | $2,780 | $4,639-40.1% | $5,287-47.4% | $3,169-12.3% |
| Admin fee / account holder | $0 | $337-100.0% | $5,943-100.0% | $479-100.0% |