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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 | $56,042 | $46,722+19.9% | $130,660-57.1% | $65,185-14.0% |
| Participation rate | 72.3% | 60.9%+11.3pp | 71.7%+0.5pp | 70.2%+2.1pp |
| Annual return | 14.30% | 24.17%-9.9pp | 1709.29%-1695.0pp | 29.38%-15.1pp |
| Employer contribution / active EE | $1,661 | $1,488+11.7% | $4,092-59.4% | $2,177-23.7% |
| Participant deferral / active EE | $1,933 | $2,545-24.1% | $3,603-46.4% | $3,514-45.0% |
| Admin fee / account holder | $0 | $453-100.0% | $5,463-100.0% | $847-100.0% |