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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 | $22,208 | $46,732-52.5% | $156,551-85.8% | $55,167-59.7% |
| Participation rate | 96.7% | 65.8%+30.9pp | 84.0%+12.7pp | 69.0%+27.7pp |
| Annual return | 4.43% | 17.72%-13.3pp | 32.23%-27.8pp | 169.23%-164.8pp |
| Employer contribution / active EE | $1,260 | $2,105-40.1% | $5,501-77.1% | $1,963-35.8% |
| Participant deferral / active EE | $2,375 | $2,204+7.8% | $4,871-51.2% | $3,054-22.2% |
| Admin fee / account holder | $9 | $418-97.7% | $13,028-99.9% | $504-98.1% |