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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 | $77,745 | $88,122-11.8% | $141,197-44.9% | $67,582+15.0% |
| Participation rate | 97.9% | 76.5%+21.5pp | 82.5%+15.5pp | 71.3%+26.6pp |
| Annual return | 6.25% | 75.40%-69.2pp | 71.41%-65.2pp | 378.57%-372.3pp |
| Employer contribution / active EE | $4,516 | $3,224+40.1% | $4,736-4.6% | $2,148+110.3% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $3 | $131-97.8% | $10,265-100.0% | $142-98.0% |