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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 | $43,644 | $45,900-4.9% | $94,057-53.6% | $64,340-32.2% |
| Participation rate | 99.2% | 50.6%+48.6pp | 73.3%+25.9pp | 55.2%+44.0pp |
| Annual return | 8.36% | 50.47%-42.1pp | 480.62%-472.3pp | 24.14%-15.8pp |
| Employer contribution / active EE | $7,491 | $1,612+364.7% | $2,933+155.4% | $1,862+302.4% |
| Participant deferral / active EE | $0 | $2,102-100.0% | $4,709-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $3,143-100.0% | $7,244-100.0% | $3,703-100.0% |