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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 | $201,612 | $80,753+149.7% | $136,298+47.9% | $62,293+223.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.27% | 35.83%-20.6pp | 5156.27%-5141.0pp | 28.90%-13.6pp |
| Employer contribution / active EE | $5,523 | $2,884+91.5% | $4,696+17.6% | $2,042+170.4% |
| Participant deferral / active EE | $9,242 | $5,164+79.0% | $6,247+47.9% | $3,169+191.6% |
| Admin fee / account holder | $35 | $525-93.3% | $9,244-99.6% | $479-92.7% |