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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 | $177,665 | $99,957+77.7% | $149,751+18.6% | $73,501+141.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 12.12% | 53.87%-41.7pp | 276.71%-264.6pp | 28.51%-16.4pp |
| Employer contribution / active EE | $9,500 | $3,191+197.7% | $4,646+104.5% | $2,270+318.5% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |