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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 | $84,126 | $57,976+45.1% | $63,018+33.5% | $62,293+35.0% |
| Participation rate | 98.3% | 75.9%+22.4pp | 74.8%+23.5pp | 69.5%+28.8pp |
| Annual return | 11.78% | 17.54%-5.8pp | 87.62%-75.8pp | 28.90%-17.1pp |
| Employer contribution / active EE | $2,361 | $2,415-2.2% | $2,761-14.5% | $2,042+15.6% |
| Participant deferral / active EE | $3,240 | $2,956+9.6% | $3,330-2.7% | $3,169+2.2% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |