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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 | $43,230 | $60,139-28.1% | $90,461-52.2% | $79,856-45.9% |
| Participation rate | 85.6% | 65.0%+20.6pp | 72.7%+12.9pp | 69.6%+15.9pp |
| Annual return | 6.45% | 71.96%-65.5pp | 1294.76%-1288.3pp | 31.71%-25.3pp |
| Employer contribution / active EE | $2,608 | $2,069+26.1% | $3,264-20.1% | $2,471+5.5% |
| Participant deferral / active EE | $3,413 | $2,939+16.1% | $3,964-13.9% | $3,741-8.8% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,617-100.0% | $5,306-100.0% |