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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 | $14,697 | $55,453-73.5% | $170,435-91.4% | $62,293-76.4% |
| Participation rate | 85.7% | 66.4%+19.3pp | 83.6%+2.1pp | 69.5%+16.2pp |
| Annual return | 11.67% | 21.38%-9.7pp | 205.94%-194.3pp | 28.90%-17.2pp |
| Employer contribution / active EE | $1,110 | $2,164-48.7% | $5,432-79.6% | $2,042-45.7% |
| Participant deferral / active EE | $1,543 | $2,303-33.0% | $4,939-68.8% | $3,169-51.3% |
| Admin fee / account holder | $35 | $455-92.3% | $13,881-99.7% | $479-92.7% |