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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 | $85,746 | $74,024+15.8% | $78,002+9.9% | $57,658+48.7% |
| Participation rate | 87.4% | 79.7%+7.6pp | 75.5%+11.9pp | 70.2%+17.2pp |
| Annual return | -2.59% | 12.14%-14.7pp | 425.99%-428.6pp | 5.13%-7.7pp |
| Employer contribution / active EE | $7,684 | $2,365+224.9% | $2,470+211.1% | $1,974+289.3% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $157 | $93+68.5% | $5,481-97.1% | $95+66.2% |