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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 | $95,779 | $65,322+46.6% | $70,494+35.9% | $73,497+30.3% |
| Participation rate | 99.5% | 77.0%+22.5pp | 75.1%+24.4pp | 70.7%+28.8pp |
| Annual return | 5.36% | 15.71%-10.3pp | 109.16%-103.8pp | 28.51%-23.1pp |
| Employer contribution / active EE | $3,737 | $2,460+51.9% | $2,738+36.5% | $2,270+64.6% |
| Participant deferral / active EE | $5,345 | $3,375+58.4% | $3,711+44.0% | $3,740+42.9% |
| Admin fee / account holder | $157 | $214-26.5% | $3,848-95.9% | $513-69.3% |