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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 | $144,157 | $58,888+144.8% | $178,499-19.2% | $73,493+96.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 3.75% | 24.86%-21.1pp | 151.10%-147.4pp | 28.51%-24.8pp |
| Employer contribution / active EE | $5,221 | $2,236+133.5% | $5,011+4.2% | $2,270+130.0% |
| Participant deferral / active EE | $3,603 | $2,568+40.3% | $5,202-30.7% | $3,740-3.7% |
| Admin fee / account holder | $0 | $400-100.0% | $13,986-100.0% | $513-100.0% |