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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 | $50,554+46.4% | $67,681+9.4% | $87,485-15.4% |
| Participation rate | 98.9% | 67.7%+31.2pp | 73.7%+25.2pp | 68.9%+30.0pp |
| Annual return | 10.00% | 17.81%-7.8pp | 590.58%-580.6pp | 26.06%-16.1pp |
| Employer contribution / active EE | $4,712 | $1,988+137.0% | $2,678+75.9% | $2,596+81.5% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $4,132-100.0% | $6,100-100.0% | $7,775-100.0% |