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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 | $55,215 | $60,165-8.2% | $74,184-25.6% | $55,167+0.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 5.14% | 10.00%-4.9pp | 17.74%-12.6pp | 169.23%-164.1pp |
| Employer contribution / active EE | $1,316 | $1,600-17.8% | $2,370-44.5% | $1,963-33.0% |
| Participant deferral / active EE | $1,511 | $2,973-49.2% | $3,550-57.4% | $3,054-50.5% |
| Admin fee / account holder | $40 | $419-90.4% | $5,586-99.3% | $504-92.0% |