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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 | $24,117 | $53,128-54.6% | $86,582-72.1% | $70,126-65.6% |
| Participation rate | 97.3% | 65.3%+32.0pp | 73.5%+23.7pp | 69.5%+27.8pp |
| Annual return | 9.73% | 27.66%-17.9pp | 965.08%-955.4pp | 73.15%-63.4pp |
| Employer contribution / active EE | $5,381 | $2,068+160.2% | $2,839+89.5% | $2,343+129.7% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |