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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 | $113,837 | $89,652+27.0% | $141,197-19.4% | $65,186+74.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 19.08% | 32.79%-13.7pp | 71.41%-52.3pp | 29.39%-10.3pp |
| Employer contribution / active EE | $8,239 | $3,065+168.8% | $4,736+74.0% | $2,177+278.5% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |