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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 | $235,407 | $63,905+268.4% | $74,184+217.3% | $57,661+308.3% |
| Participation rate | 98.2% | 79.8%+18.5pp | 76.6%+21.6pp | 70.2%+28.0pp |
| Annual return | 2.95% | 60.60%-57.7pp | 17.74%-14.8pp | 5.13%-2.2pp |
| Employer contribution / active EE | $17,566 | $1,840+854.4% | $2,370+641.1% | $1,974+790.0% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |