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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 | $73,488 | $71,192+3.2% | $117,861-37.6% | $62,293+18.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.07% | 18.66%-6.6pp | 335.11%-323.0pp | 28.90%-16.8pp |
| Employer contribution / active EE | $4,900 | $1,934+153.4% | $3,786+29.4% | $2,042+139.9% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $72 | $587-87.7% | $8,021-99.1% | $479-84.9% |