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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 | $75,764 | $89,739-15.6% | $149,721-49.4% | $62,293+21.6% |
| Participation rate | 99.2% | 85.1%+14.1pp | 87.1%+12.1pp | 69.5%+29.7pp |
| Annual return | 4.29% | 21.01%-16.7pp | 1501.67%-1497.4pp | 28.90%-24.6pp |
| Employer contribution / active EE | $3,419 | $3,233+5.8% | $5,444-37.2% | $2,042+67.4% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |