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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 | $32,677 | $60,545-46.0% | $92,240-64.6% | $69,631-53.1% |
| Participation rate | 93.2% | 72.2%+21.0pp | 76.5%+16.7pp | 70.7%+22.5pp |
| Annual return | 11.08% | 19.71%-8.6pp | 176.29%-165.2pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $4,901 | $2,633+86.1% | $3,680+33.2% | $2,032+141.2% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |