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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 | $108,912 | $84,948+28.2% | $70,476+54.5% | $73,412+48.4% |
| Participation rate | 98.9% | 79.9%+19.0pp | 75.1%+23.8pp | 72.2%+26.7pp |
| Annual return | 3.94% | 13.39%-9.4pp | 109.12%-105.2pp | 59.30%-55.4pp |
| Employer contribution / active EE | $4,036 | $2,834+42.4% | $2,738+47.4% | $2,234+80.7% |
| Participant deferral / active EE | $5,051 | $3,387+49.1% | $3,710+36.1% | $3,806+32.7% |
| Admin fee / account holder | $92 | $98-6.4% | $3,847-97.6% | $158-41.8% |