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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 | $23,205 | $52,467-55.8% | $57,196-59.4% | $55,167-57.9% |
| Participation rate | 98.5% | 75.8%+22.7pp | 75.3%+23.2pp | 69.0%+29.5pp |
| Annual return | 0.39% | 7.72%-7.3pp | 14.59%-14.2pp | 169.23%-168.8pp |
| Employer contribution / active EE | $1,621 | $2,477-34.6% | $2,683-39.6% | $1,963-17.4% |
| Participant deferral / active EE | $1,441 | $2,830-49.1% | $3,096-53.5% | $3,054-52.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |