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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 | $32,428 | $57,976-44.1% | $63,005-48.5% | $62,293-47.9% |
| Participation rate | 98.1% | 75.9%+22.1pp | 74.8%+23.2pp | 69.5%+28.5pp |
| Annual return | 8.80% | 17.54%-8.7pp | 87.59%-78.8pp | 28.90%-20.1pp |
| Employer contribution / active EE | $785 | $2,415-67.5% | $2,760-71.6% | $2,042-61.6% |
| Participant deferral / active EE | $1,615 | $2,956-45.4% | $3,329-51.5% | $3,169-49.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,599-100.0% | $479-100.0% |