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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 | $83,447 | $57,976+43.9% | $63,003+32.4% | $62,293+34.0% |
| Participation rate | 90.1% | 75.9%+14.2pp | 74.8%+15.3pp | 69.5%+20.6pp |
| Annual return | 10.54% | 17.54%-7.0pp | 87.59%-77.0pp | 28.90%-18.4pp |
| Employer contribution / active EE | $2,214 | $2,415-8.3% | $2,760-19.8% | $2,042+8.4% |
| Participant deferral / active EE | $2,833 | $2,956-4.1% | $3,329-14.9% | $3,169-10.6% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |