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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 | $22,910 | $77,908-70.6% | $149,696-84.7% | $75,173-69.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.94% | 31.73%-18.8pp | 134.46%-121.5pp | 160.72%-147.8pp |
| Employer contribution / active EE | $2,578 | $3,138-17.9% | $4,821-46.5% | $2,671-3.5% |
| Participant deferral / active EE | $3,092 | $3,411-9.3% | $5,682-45.6% | $4,126-25.1% |
| Admin fee / account holder | $212 | $5,950-96.4% | $13,212-98.4% | $5,651-96.2% |