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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 | $56,114 | $46,100+21.7% | $86,582-35.2% | $69,631-19.4% |
| Participation rate | 98.9% | 67.2%+31.7pp | 73.5%+25.4pp | 70.7%+28.2pp |
| Annual return | 12.40% | 21.02%-8.6pp | 965.08%-952.7pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $5,121 | $1,850+176.8% | $2,839+80.3% | $2,032+152.0% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $4,904-100.0% | $110-100.0% |