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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 | $36,757 | $66,650-44.9% | $92,915-60.4% | $67,582-45.6% |
| Participation rate | 70.1% | 72.5%-2.4pp | 76.0%-5.9pp | 71.3%-1.2pp |
| Annual return | 15.58% | 92.64%-77.1pp | 109.45%-93.9pp | 378.57%-363.0pp |
| Employer contribution / active EE | $4,077 | $2,777+46.8% | $3,653+11.6% | $2,148+89.8% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $57 | $199-71.3% | $5,796-99.0% | $142-59.9% |