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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 | $114,439 | $57,976+97.4% | $63,018+81.6% | $62,293+83.7% |
| Participation rate | 84.3% | 75.9%+8.4pp | 74.8%+9.5pp | 69.5%+14.8pp |
| Annual return | 11.45% | 17.54%-6.1pp | 87.62%-76.2pp | 28.90%-17.4pp |
| Employer contribution / active EE | $2,742 | $2,415+13.6% | $2,761-0.7% | $2,042+34.3% |
| Participant deferral / active EE | $4,585 | $2,956+55.1% | $3,330+37.7% | $3,169+44.7% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |