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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 | $65,011 | $98,982-34.3% | $162,171-59.9% | $65,185-0.3% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 1.24% | 24.84%-23.6pp | 115.60%-114.4pp | 29.38%-28.1pp |
| Employer contribution / active EE | $4,453 | $3,467+28.5% | $5,613-20.7% | $2,177+104.6% |
| Participant deferral / active EE | $3,181 | $5,384-40.9% | $7,297-56.4% | $3,514-9.5% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |