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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 | $83,265 | $65,322+27.5% | $70,462+18.2% | $73,493+13.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | -1.11% | 15.71%-16.8pp | 109.08%-110.2pp | 28.51%-29.6pp |
| Employer contribution / active EE | $5,963 | $2,460+142.4% | $2,737+117.9% | $2,270+162.7% |
| Participant deferral / active EE | $5,653 | $3,375+67.5% | $3,710+52.4% | $3,740+51.2% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |