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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 | $16,100 | $45,087-64.3% | $69,483-76.8% | $72,976-77.9% |
| Participation rate | 70.0% | 68.5%+1.5pp | 74.6%-4.6pp | 69.5%+0.5pp |
| Annual return | 0.30% | 22.67%-22.4pp | 28.99%-28.7pp | 81.02%-80.7pp |
| Employer contribution / active EE | $575 | $2,055-72.0% | $2,780-79.3% | $2,440-76.4% |
| Participant deferral / active EE | $1,036 | $2,603-60.2% | $3,537-70.7% | $3,608-71.3% |
| Admin fee / account holder | $8 | $3,057-99.7% | $3,841-99.8% | $5,124-99.8% |