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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 | $72,152 | $65,592+10.0% | $90,161-20.0% | $69,631+3.6% |
| Participation rate | 98.9% | 77.6%+21.2pp | 76.9%+22.0pp | 70.7%+28.2pp |
| Annual return | 13.77% | 57.10%-43.3pp | 34.89%-21.1pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $2,004 | $2,193-8.6% | $3,318-39.6% | $2,032-1.4% |
| Participant deferral / active EE | $2,547 | $5,257-51.6% | $5,287-51.8% | $3,224-21.0% |
| Admin fee / account holder | $0 | $86-100.0% | $5,943-100.0% | $110-100.0% |