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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 | $20,767 | $45,050-53.9% | $63,018-67.0% | $70,126-70.4% |
| Participation rate | 91.7% | 69.5%+22.2pp | 74.8%+16.9pp | 69.5%+22.1pp |
| Annual return | 9.21% | 18.76%-9.6pp | 87.62%-78.4pp | 73.15%-63.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,313 | $2,466-46.7% | $3,330-60.6% | $3,332-60.6% |
| Admin fee / account holder | $5 | $2,834-99.8% | $3,601-99.9% | $4,645-99.9% |