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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 | $32,656 | $107,378-69.6% | $108,582-69.9% | $57,658-43.4% |
| Participation rate | 99.6% | 77.1%+22.5pp | 79.6%+20.0pp | 70.2%+29.3pp |
| Annual return | -3.26% | 12.80%-16.1pp | -51.70%+48.4pp | 5.13%-8.4pp |
| Employer contribution / active EE | $1,965 | $1,782+10.3% | $3,758-47.7% | $1,974-0.4% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $75 | $108-30.7% | $7,645-99.0% | $95-20.5% |