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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 | $120,530 | $52,467+129.7% | $57,196+110.7% | $55,167+118.5% |
| Participation rate | 95.0% | 75.8%+19.1pp | 75.3%+19.6pp | 69.0%+26.0pp |
| Annual return | 0.37% | 7.72%-7.4pp | 14.59%-14.2pp | 169.23%-168.9pp |
| Employer contribution / active EE | $2,602 | $2,477+5.0% | $2,683-3.0% | $1,963+32.6% |
| Participant deferral / active EE | $3,117 | $2,830+10.1% | $3,096+0.7% | $3,054+2.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |