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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 | $155,041 | $80,753+92.0% | $136,297+13.8% | $62,293+148.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.66% | 35.83%-21.2pp | 5156.19%-5141.5pp | 28.90%-14.2pp |
| Employer contribution / active EE | $9,627 | $2,884+233.8% | $4,696+105.0% | $2,042+371.4% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $28 | $525-94.7% | $9,244-99.7% | $479-94.2% |