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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 | $36,493 | $80,753-54.8% | $136,298-73.2% | $62,293-41.4% |
| Participation rate | 88.1% | 73.5%+14.5pp | 81.9%+6.2pp | 69.5%+18.6pp |
| Annual return | 12.54% | 35.83%-23.3pp | 5156.27%-5143.7pp | 28.90%-16.4pp |
| Employer contribution / active EE | $5,285 | $2,884+83.3% | $4,696+12.5% | $2,042+158.8% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $94 | $525-82.1% | $9,244-99.0% | $479-80.4% |