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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 | $42,093 | $74,552-43.5% | $63,018-33.2% | $69,631-39.5% |
| Participation rate | 88.6% | 78.3%+10.3pp | 74.8%+13.8pp | 70.7%+17.9pp |
| Annual return | 11.30% | 15.77%-4.5pp | 87.62%-76.3pp | 27571.02%-27559.7pp |
| Employer contribution / active EE | $2,733 | $2,929-6.7% | $2,761-1.0% | $2,032+34.5% |
| Participant deferral / active EE | $2,308 | $2,974-22.4% | $3,330-30.7% | $3,224-28.4% |
| Admin fee / account holder | $38 | $59-35.4% | $3,601-98.9% | $110-65.2% |