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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 | $141,410 | $80,753+75.1% | $136,298+3.8% | $62,293+127.0% |
| Participation rate | 99.4% | 73.5%+25.9pp | 81.9%+17.5pp | 69.5%+29.9pp |
| Annual return | 14.35% | 35.83%-21.5pp | 5156.27%-5141.9pp | 28.90%-14.5pp |
| Employer contribution / active EE | $7,955 | $2,884+175.8% | $4,696+69.4% | $2,042+289.5% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $55 | $525-89.5% | $9,244-99.4% | $479-88.4% |