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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 | $74,011 | $55,457+33.5% | $77,361-4.3% | $94,015-21.3% |
| Participation rate | 98.9% | 69.8%+29.1pp | 75.0%+23.9pp | 70.8%+28.1pp |
| Annual return | 10.00% | 15.57%-5.6pp | 1011.54%-1001.5pp | 17.84%-7.8pp |
| Employer contribution / active EE | $4,712 | $2,255+109.0% | $2,990+57.6% | $2,790+68.9% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $4,334-100.0% | $5,894-100.0% | $8,951-100.0% |