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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 | $36,607 | $70,002-47.7% | $115,038-68.2% | $52,331-30.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -1.67% | 4.04%-5.7pp | 26.14%-27.8pp | 4.54%-6.2pp |
| Employer contribution / active EE | $558 | $2,715-79.4% | $4,608-87.9% | $1,882-70.3% |
| Participant deferral / active EE | $4,772 | $4,920-3.0% | $6,026-20.8% | $3,022+57.9% |
| Admin fee / account holder | $15 | $566-97.3% | $8,175-99.8% | $592-97.4% |