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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 | $47,471 | $85,766-44.7% | $136,298-65.2% | $70,126-32.3% |
| Participation rate | 94.7% | 74.2%+20.5pp | 81.9%+12.8pp | 69.5%+25.1pp |
| Annual return | 12.89% | 31.46%-18.6pp | 5156.27%-5143.4pp | 73.15%-60.3pp |
| Employer contribution / active EE | $2,355 | $2,966-20.6% | $4,696-49.9% | $2,343+0.5% |
| Participant deferral / active EE | $5,274 | $5,051+4.4% | $6,247-15.6% | $3,332+58.3% |
| Admin fee / account holder | $29 | $5,421-99.5% | $9,244-99.7% | $4,645-99.4% |