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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 | $184,975 | $80,177+130.7% | $123,894+49.3% | $57,661+220.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | -0.84% | 17.90%-18.7pp | 47.52%-48.4pp | 5.13%-6.0pp |
| Employer contribution / active EE | $6,386 | $2,913+119.2% | $4,617+38.3% | $1,974+223.5% |
| Participant deferral / active EE | $14,760 | $5,130+187.7% | $5,984+146.7% | $3,061+382.3% |
| Admin fee / account holder | $13 | $106-88.2% | $8,357-99.9% | $95-86.8% |