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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 | $81,156 | $100,801-19.5% | $149,745-45.8% | $73,412+10.5% |
| Participation rate | 97.0% | 77.7%+19.3pp | 82.5%+14.5pp | 72.2%+24.8pp |
| Annual return | 5.46% | 265.34%-259.9pp | 276.72%-271.3pp | 59.30%-53.8pp |
| Employer contribution / active EE | $3,984 | $3,312+20.3% | $4,646-14.2% | $2,234+78.4% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $15 | $181-91.7% | $9,312-99.8% | $158-90.5% |