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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 | $145,681 | $65,395+122.8% | $182,540-20.2% | $72,975+99.6% |
| Participation rate | 98.9% | 65.4%+33.5pp | 78.0%+21.0pp | 69.5%+29.5pp |
| Annual return | 17.21% | 27.68%-10.5pp | 148.58%-131.4pp | 81.01%-63.8pp |
| Employer contribution / active EE | $6,037 | $1,911+215.9% | $4,076+48.1% | $2,440+147.4% |
| Participant deferral / active EE | $8,329 | $3,563+133.8% | $5,525+50.8% | $3,608+130.9% |
| Admin fee / account holder | $261 | $4,245-93.8% | $8,593-97.0% | $5,124-94.9% |