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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 | $60,646 | $88,122-31.2% | $141,200-57.0% | $67,584-10.3% |
| Participation rate | 97.3% | 76.5%+20.8pp | 82.5%+14.8pp | 71.3%+26.0pp |
| Annual return | 16.29% | 75.40%-59.1pp | 71.41%-55.1pp | 378.59%-362.3pp |
| Employer contribution / active EE | $3,996 | $3,224+23.9% | $4,736-15.6% | $2,148+86.1% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,540-100.0% |
| Admin fee / account holder | $6 | $131-95.5% | $10,265-99.9% | $142-95.8% |