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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 | $72,908 | $155,795-53.2% | $136,298-46.5% | $69,631+4.7% |
| Participation rate | 97.2% | 75.2%+22.0pp | 81.9%+15.3pp | 70.7%+26.6pp |
| Annual return | 13.45% | 232464.33%-232450.9pp | 5156.27%-5142.8pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $4,641 | $2,991+55.2% | $4,696-1.2% | $2,032+128.4% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |