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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 | $138,037 | $55,453+148.9% | $170,435-19.0% | $62,293+121.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.99% | 21.38%-9.4pp | 205.94%-193.9pp | 28.90%-16.9pp |
| Employer contribution / active EE | $5,148 | $2,164+137.9% | $5,432-5.2% | $2,042+152.1% |
| Participant deferral / active EE | $3,414 | $2,303+48.3% | $4,939-30.9% | $3,169+7.7% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |