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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 | $59,824 | $89,739-33.3% | $149,721-60.0% | $62,293-4.0% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.03% | 21.01%-8.0pp | 1501.67%-1488.6pp | 28.90%-15.9pp |
| Employer contribution / active EE | $4,131 | $3,233+27.8% | $5,444-24.1% | $2,042+102.3% |
| Participant deferral / active EE | $2,951 | $4,797-38.5% | $6,568-55.1% | $3,169-6.9% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |