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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 | $65,240 | $127,481-48.8% | $149,751-56.4% | $90,274-27.7% |
| Participation rate | 97.5% | 78.2%+19.2pp | 82.5%+15.0pp | 73.4%+24.1pp |
| Annual return | 11.99% | 57.78%-45.8pp | 276.71%-264.7pp | 53.97%-42.0pp |
| Employer contribution / active EE | $4,084 | $3,448+18.5% | $4,646-12.1% | $2,523+61.8% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,843-100.0% | $4,231-100.0% |
| Admin fee / account holder | $6 | $152-96.2% | $9,312-99.9% | $114-94.9% |