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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 | $49,784 | $74,552-33.2% | $63,018-21.0% | $69,631-28.5% |
| Participation rate | 96.8% | 78.3%+18.5pp | 74.8%+22.0pp | 70.7%+26.1pp |
| Annual return | 11.53% | 15.77%-4.2pp | 87.62%-76.1pp | 27571.02%-27559.5pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,034 | $2,974-31.6% | $3,330-38.9% | $3,224-36.9% |
| Admin fee / account holder | $7 | $59-88.6% | $3,601-99.8% | $110-93.9% |