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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 | $33,001 | $71,666-54.0% | $117,861-72.0% | $69,631-52.6% |
| Participation rate | 99.1% | 77.5%+21.6pp | 79.7%+19.5pp | 70.7%+28.5pp |
| Annual return | 8.31% | 18.86%-10.6pp | 335.11%-326.8pp | 27571.02%-27562.7pp |
| Employer contribution / active EE | $2,559 | $1,889+35.5% | $3,786-32.4% | $2,032+25.9% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $85 | $120-29.2% | $8,021-98.9% | $110-22.8% |