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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 | $192,656 | $60,165+220.2% | $74,184+159.7% | $55,167+249.2% |
| Participation rate | 96.0% | 74.2%+21.8pp | 76.6%+19.4pp | 69.0%+27.0pp |
| Annual return | -5.61% | 10.00%-15.6pp | 17.74%-23.3pp | 169.23%-174.8pp |
| Employer contribution / active EE | $7,603 | $1,600+375.3% | $2,370+220.8% | $1,963+287.4% |
| Participant deferral / active EE | $3,269 | $2,973+10.0% | $3,550-7.9% | $3,054+7.0% |
| Admin fee / account holder | $9 | $419-97.8% | $5,586-99.8% | $504-98.2% |