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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 | $45,568 | $52,467-13.1% | $57,196-20.3% | $55,167-17.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 1.30% | 7.72%-6.4pp | 14.59%-13.3pp | 169.23%-167.9pp |
| Employer contribution / active EE | $2,098 | $2,477-15.3% | $2,683-21.8% | $1,963+6.9% |
| Participant deferral / active EE | $1,503 | $2,830-46.9% | $3,096-51.4% | $3,054-50.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |