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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 | $88,085 | $80,753+9.1% | $136,298-35.4% | $62,293+41.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.40% | 35.83%-20.4pp | 5156.27%-5140.9pp | 28.90%-13.5pp |
| Employer contribution / active EE | $4,714 | $2,884+63.5% | $4,696+0.4% | $2,042+130.8% |
| Participant deferral / active EE | $4,106 | $5,164-20.5% | $6,247-34.3% | $3,169+29.6% |
| Admin fee / account holder | $39 | $525-92.7% | $9,244-99.6% | $479-92.0% |