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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 | $48,294 | $50,898-5.1% | $171,082-71.8% | $55,167-12.5% |
| Participation rate | 92.3% | 63.3%+29.0pp | 76.7%+15.6pp | 69.0%+23.3pp |
| Annual return | 5.77% | 15.34%-9.6pp | 32.56%-26.8pp | 169.23%-163.5pp |
| Employer contribution / active EE | $5,160 | $1,433+260.1% | $4,002+29.0% | $1,963+162.9% |
| Participant deferral / active EE | $3,258 | $2,994+8.8% | $4,797-32.1% | $3,054+6.7% |
| Admin fee / account holder | $22 | $500-95.6% | $8,520-99.7% | $504-95.7% |