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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 | $59,478 | $71,666-17.0% | $117,861-49.5% | $69,631-14.6% |
| Participation rate | 73.7% | 77.5%-3.8pp | 79.7%-5.9pp | 70.7%+3.0pp |
| Annual return | 12.00% | 18.86%-6.9pp | 335.11%-323.1pp | 27571.02%-27559.0pp |
| Employer contribution / active EE | $1,796 | $1,889-4.9% | $3,786-52.6% | $2,032-11.6% |
| Participant deferral / active EE | $3,350 | $3,340+0.3% | $4,482-25.3% | $3,224+3.9% |
| Admin fee / account holder | $15 | $120-87.3% | $8,021-99.8% | $110-86.2% |