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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 | $90,066 | $74,552+20.8% | $63,018+42.9% | $69,631+29.3% |
| Participation rate | 97.3% | 78.3%+19.1pp | 74.8%+22.5pp | 70.7%+26.6pp |
| Annual return | 11.18% | 15.77%-4.6pp | 87.62%-76.4pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $3,088 | $2,929+5.4% | $2,761+11.9% | $2,032+52.0% |
| Participant deferral / active EE | $4,737 | $2,974+59.3% | $3,330+42.3% | $3,224+47.0% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |