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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 | $37,743 | $53,127-29.0% | $86,587-56.4% | $70,131-46.2% |
| Participation rate | 91.3% | 65.3%+26.0pp | 73.5%+17.8pp | 69.5%+21.8pp |
| Annual return | 11.84% | 27.66%-15.8pp | 964.86%-953.0pp | 73.14%-61.3pp |
| Employer contribution / active EE | $2,347 | $2,068+13.5% | $2,839-17.3% | $2,342+0.2% |
| Participant deferral / active EE | $2,595 | $2,696-3.7% | $3,609-28.1% | $3,332-22.1% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |