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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 | $190,743 | $89,652+112.8% | $141,191+35.1% | $65,185+192.6% |
| Participation rate | 85.0% | 74.7%+10.2pp | 82.5%+2.5pp | 70.2%+14.8pp |
| Annual return | 2.10% | 32.79%-30.7pp | 71.41%-69.3pp | 29.38%-27.3pp |
| Employer contribution / active EE | $10,496 | $3,065+242.5% | $4,736+121.6% | $2,177+382.2% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,264-100.0% | $847-100.0% |