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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 | $42,072 | $76,551-45.0% | $123,894-66.0% | $62,881-33.1% |
| Participation rate | 77.4% | 73.0%+4.4pp | 81.4%-4.0pp | 69.3%+8.1pp |
| Annual return | 2.54% | 18.68%-16.1pp | 47.52%-45.0pp | 20.14%-17.6pp |
| Employer contribution / active EE | $1,826 | $2,882-36.6% | $4,617-60.4% | $2,281-19.9% |
| Participant deferral / active EE | $3,066 | $4,840-36.7% | $5,984-48.8% | $3,203-4.3% |
| Admin fee / account holder | $4 | $4,826-99.9% | $8,357-100.0% | $4,296-99.9% |