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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 | $35,213 | $39,132-10.0% | $57,196-38.4% | $62,881-44.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.96% | 9.24%-8.3pp | 14.59%-13.6pp | 20.14%-19.2pp |
| Employer contribution / active EE | $3,649 | $1,874+94.8% | $2,683+36.0% | $2,281+60.0% |
| Participant deferral / active EE | $3,230 | $2,374+36.0% | $3,096+4.3% | $3,203+0.8% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |