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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 | $80,088 | $63,346+26.4% | $92,240-13.2% | $70,126+14.2% |
| Participation rate | 96.8% | 68.7%+28.1pp | 76.5%+20.3pp | 69.5%+27.2pp |
| Annual return | 11.64% | 530.19%-518.5pp | 176.29%-164.6pp | 73.15%-61.5pp |
| Employer contribution / active EE | $6,452 | $2,471+161.1% | $3,680+75.3% | $2,343+175.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |