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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 | $110,998 | $101,653+9.2% | $147,080-24.5% | $74,459+49.1% |
| Participation rate | 96.5% | 75.6%+21.0pp | 82.2%+14.3pp | 67.2%+29.3pp |
| Annual return | 12.79% | 8754.98%-8742.2pp | 420.17%-407.4pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $2,354 | $3,813-38.3% | $4,933-52.3% | $2,626-10.4% |
| Participant deferral / active EE | $5,352 | $7,304-26.7% | $8,066-33.6% | $4,350+23.1% |
| Admin fee / account holder | $86 | $1,752-95.1% | $12,989-99.3% | $1,945-95.6% |