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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 | $108,416 | $56,894+90.6% | $84,753+27.9% | $62,881+72.4% |
| Participation rate | 74.1% | 68.5%+5.6pp | 76.6%-2.5pp | 69.3%+4.8pp |
| Annual return | -18.45% | 6.30%-24.8pp | 22.78%-41.2pp | 20.14%-38.6pp |
| Employer contribution / active EE | $10,519 | $2,400+338.3% | $3,574+194.3% | $2,281+361.2% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $26 | $3,581-99.3% | $5,333-99.5% | $4,296-99.4% |