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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 | $21,928 | $46,599-52.9% | $64,101-65.8% | $75,173-70.8% |
| Participation rate | 94.0% | 65.9%+28.0pp | 72.3%+21.7pp | 67.2%+26.8pp |
| Annual return | 8.46% | 26.06%-17.6pp | 33.72%-25.3pp | 160.72%-152.3pp |
| Employer contribution / active EE | $1,816 | $1,975-8.1% | $2,749-33.9% | $2,671-32.0% |
| Participant deferral / active EE | $1,219 | $2,837-57.0% | $3,881-68.6% | $4,126-70.4% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |