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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 | $77,455 | $65,367+18.5% | $92,915-16.6% | $72,976+6.1% |
| Participation rate | 86.2% | 68.3%+17.9pp | 76.0%+10.2pp | 69.5%+16.7pp |
| Annual return | 7.19% | 42.11%-34.9pp | 109.45%-102.3pp | 81.02%-73.8pp |
| Employer contribution / active EE | $22,673 | $2,594+774.1% | $3,653+520.6% | $2,440+829.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |