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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 | $156,667 | $89,652+74.8% | $141,200+11.0% | $65,188+140.3% |
| Participation rate | 98.9% | 74.7%+24.2pp | 82.5%+16.4pp | 70.2%+28.7pp |
| Annual return | 16.55% | 32.79%-16.2pp | 71.41%-54.9pp | 29.38%-12.8pp |
| Employer contribution / active EE | $9,000 | $3,065+193.7% | $4,736+90.0% | $2,177+313.4% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |