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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 | $136,186 | $55,002+147.6% | $59,899+127.4% | $56,289+141.9% |
| Participation rate | 99.1% | 75.9%+23.2pp | 74.7%+24.4pp | 69.9%+29.2pp |
| Annual return | -6.57% | 1.13%-7.7pp | 3.46%-10.0pp | -9.96%+3.4pp |
| Employer contribution / active EE | $6,390 | $2,448+161.1% | $2,723+134.7% | $2,111+202.7% |
| Participant deferral / active EE | $6,214 | $3,121+99.1% | $3,402+82.6% | $3,350+85.5% |
| Admin fee / account holder | $6 | $236-97.5% | $3,592-99.8% | $521-98.9% |