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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 | $163,920 | $51,620+217.6% | $90,304+81.5% | $65,185+151.5% |
| Participation rate | 96.0% | 68.6%+27.4pp | 73.3%+22.8pp | 70.2%+25.8pp |
| Annual return | 1.92% | 24.94%-23.0pp | 78.13%-76.2pp | 29.38%-27.5pp |
| Employer contribution / active EE | $4,668 | $2,235+108.9% | $2,855+63.5% | $2,177+114.5% |
| Participant deferral / active EE | $5,534 | $2,871+92.8% | $3,885+42.4% | $3,514+57.5% |
| Admin fee / account holder | $0 | $384-100.0% | $5,354-100.0% | $847-100.0% |