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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 | $67,479 | $80,753-16.4% | $136,298-50.5% | $62,293+8.3% |
| Participation rate | 89.6% | 73.5%+16.1pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 12.16% | 35.83%-23.7pp | 5156.27%-5144.1pp | 28.90%-16.7pp |
| Employer contribution / active EE | $3,795 | $2,884+31.6% | $4,696-19.2% | $2,042+85.8% |
| Participant deferral / active EE | $6,079 | $5,164+17.7% | $6,247-2.7% | $3,169+91.8% |
| Admin fee / account holder | $10 | $525-98.2% | $9,244-99.9% | $479-98.0% |