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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 | $107,622 | $95,542+12.6% | $69,464+54.9% | $67,579+59.3% |
| Participation rate | 98.3% | 79.4%+19.0pp | 74.6%+23.7pp | 71.3%+27.1pp |
| Annual return | 6.44% | 17.67%-11.2pp | 28.98%-22.5pp | 378.56%-372.1pp |
| Employer contribution / active EE | $5,006 | $2,989+67.5% | $2,779+80.1% | $2,148+133.1% |
| Participant deferral / active EE | $3,940 | $3,263+20.8% | $3,536+11.4% | $3,539+11.3% |
| Admin fee / account holder | $74 | $90-17.6% | $3,840-98.1% | $142-48.0% |