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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 | $179,626 | $84,493+112.6% | $125,381+43.3% | $66,938+168.3% |
| Participation rate | 93.8% | 76.4%+17.4pp | 82.4%+11.4pp | 69.8%+24.0pp |
| Annual return | -23.59% | -8.49%-15.1pp | 572.31%-595.9pp | 1.58%-25.2pp |
| Employer contribution / active EE | $12,977 | $3,554+265.2% | $4,815+169.5% | $2,545+409.9% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $9 | $685-98.7% | $10,007-99.9% | $594-98.5% |