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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 | $86,651 | $155,795-44.4% | $136,298-36.4% | $69,634+24.4% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.5pp | 70.7%+11.7pp |
| Annual return | 13.32% | 232464.33%-232451.0pp | 5156.27%-5142.9pp | 27572.26%-27558.9pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,992 | $5,394-7.5% | $6,247-20.1% | $3,224+54.8% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |