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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 | $101,164 | $78,419+29.0% | $133,978-24.5% | $73,412+37.8% |
| Participation rate | 97.1% | 78.6%+18.5pp | 79.8%+17.2pp | 72.2%+24.9pp |
| Annual return | 9.21% | 33.35%-24.1pp | 45.10%-35.9pp | 59.30%-50.1pp |
| Employer contribution / active EE | $2,659 | $2,044+30.1% | $3,919-32.2% | $2,234+19.0% |
| Participant deferral / active EE | $5,721 | $3,925+45.7% | $5,047+13.3% | $3,806+50.3% |
| Admin fee / account holder | $292 | $161+81.2% | $8,930-96.7% | $158+85.1% |