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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 | $29,259 | $45,041-35.0% | $63,003-53.6% | $70,131-58.3% |
| Participation rate | 96.5% | 69.5%+27.0pp | 74.8%+21.7pp | 69.5%+26.9pp |
| Annual return | 2.28% | 18.76%-16.5pp | 87.59%-85.3pp | 73.14%-70.9pp |
| Employer contribution / active EE | $3,621 | $2,052+76.5% | $2,760+31.2% | $2,342+54.6% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |