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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 | $15,586 | $55,453-71.9% | $170,435-90.9% | $62,293-75.0% |
| Participation rate | 84.0% | 66.4%+17.7pp | 83.6%+0.4pp | 69.5%+14.5pp |
| Annual return | 9.38% | 21.38%-12.0pp | 205.94%-196.6pp | 28.90%-19.5pp |
| Employer contribution / active EE | $577 | $2,164-73.3% | $5,432-89.4% | $2,042-71.8% |
| Participant deferral / active EE | $804 | $2,303-65.1% | $4,939-83.7% | $3,169-74.6% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |