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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 | $90,446 | $83,090+8.9% | $130,062-30.5% | $71,529+26.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 11.11% | 20.61%-9.5pp | -137.37%+148.5pp | 28.97%-17.9pp |
| Employer contribution / active EE | $5,180 | $2,624+97.4% | $4,322+19.8% | $2,590+100.0% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $211 | $1,727-87.8% | $10,601-98.0% | $1,588-86.7% |