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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 | $23,622 | $55,453-57.4% | $170,439-86.1% | $62,293-62.1% |
| Participation rate | 83.5% | 66.4%+17.1pp | 83.6%-0.1pp | 69.5%+14.0pp |
| Annual return | 7.83% | 21.38%-13.5pp | 205.94%-198.1pp | 28.90%-21.1pp |
| Employer contribution / active EE | $1,001 | $2,164-53.7% | $5,433-81.6% | $2,042-51.0% |
| Participant deferral / active EE | $1,924 | $2,303-16.5% | $4,939-61.1% | $3,169-39.3% |
| Admin fee / account holder | $11 | $455-97.7% | $13,881-99.9% | $479-97.8% |