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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 | $41,129 | $53,837-23.6% | $75,714-45.7% | $85,847-52.1% |
| Participation rate | 90.2% | 69.1%+21.1pp | 74.8%+15.3pp | 69.3%+20.8pp |
| Annual return | 12.19% | 24.54%-12.3pp | 104.62%-92.4pp | 318.61%-306.4pp |
| Employer contribution / active EE | $628 | $2,017-68.9% | $2,744-77.1% | $2,565-75.5% |
| Participant deferral / active EE | $1,337 | $2,895-53.8% | $3,820-65.0% | $3,952-66.2% |
| Admin fee / account holder | $0 | $3,339-100.0% | $3,619-100.0% | $6,261-100.0% |