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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 | $155,358 | $63,905+143.1% | $74,184+109.4% | $57,658+169.4% |
| Participation rate | 99.8% | 79.8%+20.1pp | 76.6%+23.2pp | 70.2%+29.6pp |
| Annual return | -3.96% | 60.60%-64.6pp | 17.74%-21.7pp | 5.13%-9.1pp |
| Employer contribution / active EE | $15,332 | $1,840+733.1% | $2,370+546.9% | $1,974+676.8% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |