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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 | $110,266 | $88,360+24.8% | $145,433-24.2% | $67,986+62.2% |
| Participation rate | 97.0% | 65.5%+31.5pp | 82.1%+14.8pp | 57.2%+39.7pp |
| Annual return | 14.27% | 63.15%-48.9pp | 66.58%-52.3pp | 31.67%-17.4pp |
| Employer contribution / active EE | $2,799 | $3,054-8.3% | $4,554-38.5% | $2,019+38.7% |
| Participant deferral / active EE | $6,366 | $5,932+7.3% | $7,897-19.4% | $3,358+89.6% |
| Admin fee / account holder | $128 | $3,313-96.1% | $13,129-99.0% | $3,203-96.0% |