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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 | $127,355 | $52,580+142.2% | $71,671+77.7% | $70,126+81.6% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 4.71% | 20.25%-15.5pp | 20.65%-15.9pp | 73.15%-68.4pp |
| Employer contribution / active EE | $12,172 | $1,616+653.3% | $2,460+394.8% | $2,343+419.6% |
| Participant deferral / active EE | $4,285 | $2,386+79.6% | $3,438+24.6% | $3,332+28.6% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |