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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 | $192,496 | $57,976+232.0% | $63,018+205.5% | $62,293+209.0% |
| Participation rate | 91.5% | 75.9%+15.6pp | 74.8%+16.7pp | 69.5%+22.0pp |
| Annual return | 11.54% | 17.54%-6.0pp | 87.62%-76.1pp | 28.90%-17.4pp |
| Employer contribution / active EE | $1,884 | $2,415-22.0% | $2,761-31.8% | $2,042-7.8% |
| Participant deferral / active EE | $2,128 | $2,956-28.0% | $3,330-36.1% | $3,169-32.8% |
| Admin fee / account holder | $13 | $276-95.5% | $3,601-99.7% | $479-97.4% |