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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 | $22,194 | $52,467-57.7% | $57,196-61.2% | $55,167-59.8% |
| Participation rate | 90.4% | 75.8%+14.6pp | 75.3%+15.1pp | 69.0%+21.5pp |
| Annual return | -0.12% | 7.72%-7.8pp | 14.59%-14.7pp | 169.23%-169.4pp |
| Employer contribution / active EE | $2,232 | $2,477-9.9% | $2,683-16.8% | $1,963+13.7% |
| Participant deferral / active EE | $2,979 | $2,830+5.2% | $3,096-3.8% | $3,054-2.5% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |