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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 | $13,644 | $39,859-65.8% | $78,676-82.7% | $57,658-76.3% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 1.58% | 18.96%-17.4pp | 62.19%-60.6pp | 5.13%-3.6pp |
| Employer contribution / active EE | $609 | $1,786-65.9% | $2,850-78.6% | $1,974-69.2% |
| Participant deferral / active EE | $893 | $2,248-60.3% | $3,517-74.6% | $3,061-70.8% |
| Admin fee / account holder | $5 | $76-93.6% | $4,510-99.9% | $95-94.8% |