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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 | $26,247 | $67,411-61.1% | $91,004-71.2% | $70,126-62.6% |
| Participation rate | 86.3% | 71.4%+14.9pp | 75.6%+10.7pp | 69.5%+16.8pp |
| Annual return | 0.66% | -40.16%+40.8pp | 4.60%-3.9pp | 73.15%-72.5pp |
| Employer contribution / active EE | $7,453 | $1,786+317.3% | $2,456+203.5% | $2,343+218.2% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8 | $4,236-99.8% | $5,417-99.8% | $4,646-99.8% |