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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 | $53,274 | $95,542-44.2% | $69,483-23.3% | $67,582-21.2% |
| Participation rate | 98.1% | 79.4%+18.8pp | 74.6%+23.5pp | 71.3%+26.8pp |
| Annual return | 1.16% | 17.67%-16.5pp | 28.99%-27.8pp | 378.57%-377.4pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,780-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,328 | $3,263-28.7% | $3,537-34.2% | $3,539-34.2% |
| Admin fee / account holder | $15 | $90-83.8% | $3,841-99.6% | $142-89.8% |