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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 | $48,277 | $52,467-8.0% | $57,196-15.6% | $55,167-12.5% |
| Participation rate | 98.4% | 75.8%+22.6pp | 75.3%+23.1pp | 69.0%+29.4pp |
| Annual return | -0.09% | 7.72%-7.8pp | 14.59%-14.7pp | 169.23%-169.3pp |
| Employer contribution / active EE | $3,864 | $2,477+56.0% | $2,683+44.0% | $1,963+96.9% |
| Participant deferral / active EE | $6,220 | $2,830+119.8% | $3,096+100.9% | $3,054+103.7% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |