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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 | $50,651 | $45,050+12.4% | $63,018-19.6% | $70,126-27.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.13% | 18.76%-7.6pp | 87.62%-76.5pp | 73.15%-62.0pp |
| Employer contribution / active EE | $2,355 | $2,052+14.8% | $2,761-14.7% | $2,343+0.5% |
| Participant deferral / active EE | $2,886 | $2,466+17.0% | $3,330-13.3% | $3,332-13.4% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |