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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 | $21,271 | $55,002-61.3% | $59,883-64.5% | $56,287-62.2% |
| Participation rate | 96.6% | 75.9%+20.7pp | 74.7%+21.9pp | 69.9%+26.7pp |
| Annual return | -6.49% | 1.13%-7.6pp | 3.46%-10.0pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,820 | $2,448+15.2% | $2,722+3.6% | $2,111+33.6% |
| Participant deferral / active EE | $3,772 | $3,121+20.9% | $3,402+10.9% | $3,350+12.6% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |