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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 | $123,323 | $88,324+39.6% | $115,038+7.2% | $55,191+123.4% |
| Participation rate | 99.6% | 72.5%+27.1pp | 81.4%+18.2pp | 69.2%+30.4pp |
| Annual return | -0.86% | 6.30%-7.2pp | 26.14%-27.0pp | 10.78%-11.6pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $8,843 | $5,042+75.4% | $6,026+46.7% | $3,046+190.3% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |