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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 | $36,154 | $52,961-31.7% | $172,752-79.1% | $65,185-44.5% |
| Participation rate | 80.7% | 66.2%+14.5pp | 82.6%-2.0pp | 70.2%+10.5pp |
| Annual return | 11.47% | 30.12%-18.7pp | 802.97%-791.5pp | 29.38%-17.9pp |
| Employer contribution / active EE | $1,953 | $2,190-10.8% | $5,144-62.0% | $2,177-10.3% |
| Participant deferral / active EE | $2,483 | $2,471+0.5% | $5,198-52.2% | $3,514-29.4% |
| Admin fee / account holder | $93 | $472-80.2% | $13,955-99.3% | $847-89.0% |