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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 | $112,104 | $57,976+93.4% | $63,003+77.9% | $62,293+80.0% |
| Participation rate | 99.5% | 75.9%+23.5pp | 74.8%+24.6pp | 69.5%+29.9pp |
| Annual return | 11.68% | 17.54%-5.9pp | 87.59%-75.9pp | 28.90%-17.2pp |
| Employer contribution / active EE | $1,116 | $2,415-53.8% | $2,760-59.6% | $2,042-45.4% |
| Participant deferral / active EE | $6,472 | $2,956+119.0% | $3,329+94.4% | $3,169+104.2% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |