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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 | $31,414 | $56,640-44.5% | $78,002-59.7% | $55,167-43.1% |
| Participation rate | 86.8% | 73.3%+13.5pp | 75.5%+11.3pp | 69.0%+17.8pp |
| Annual return | 3.52% | 2868.48%-2865.0pp | 425.99%-422.5pp | 169.23%-165.7pp |
| Employer contribution / active EE | $1,404 | $1,724-18.5% | $2,470-43.1% | $1,963-28.4% |
| Participant deferral / active EE | $2,599 | $2,778-6.4% | $3,497-25.7% | $3,054-14.9% |
| Admin fee / account holder | $8 | $467-98.3% | $5,481-99.9% | $504-98.4% |