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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 | $65,197 | $39,132+66.6% | $57,196+14.0% | $62,881+3.7% |
| Participation rate | 93.8% | 70.5%+23.4pp | 75.3%+18.5pp | 69.3%+24.5pp |
| Annual return | 0.97% | 9.24%-8.3pp | 14.59%-13.6pp | 20.14%-19.2pp |
| Employer contribution / active EE | $4,548 | $1,874+142.7% | $2,683+69.5% | $2,281+99.4% |
| Participant deferral / active EE | $3,774 | $2,374+58.9% | $3,096+21.9% | $3,203+17.8% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |