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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 | $48,688 | $59,186-17.7% | $76,768-36.6% | $56,287-13.5% |
| Participation rate | 97.9% | 75.2%+22.7pp | 77.0%+21.0pp | 69.9%+28.1pp |
| Annual return | -7.50% | 6.62%-14.1pp | 2.43%-9.9pp | -9.96%+2.5pp |
| Employer contribution / active EE | $2,083 | $1,759+18.5% | $2,485-16.2% | $2,111-1.3% |
| Participant deferral / active EE | $4,384 | $3,255+34.7% | $3,852+13.8% | $3,350+30.9% |
| Admin fee / account holder | $220 | $489-55.0% | $6,675-96.7% | $521-57.8% |