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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 | $114,227 | $68,413+67.0% | $123,105-7.2% | $55,191+107.0% |
| Participation rate | 98.9% | 84.5%+14.4pp | 86.8%+12.2pp | 69.2%+29.8pp |
| Annual return | -0.93% | 6.30%-7.2pp | 13.22%-14.1pp | 10.78%-11.7pp |
| Employer contribution / active EE | $4,017 | $3,050+31.7% | $5,151-22.0% | $1,899+111.6% |
| Participant deferral / active EE | $10,111 | $4,490+125.2% | $6,229+62.3% | $3,046+231.9% |
| Admin fee / account holder | $4 | $88-95.8% | $9,014-100.0% | $91-96.0% |