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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 | $114,755 | $54,757+109.6% | $90,304+27.1% | $72,975+57.3% |
| Participation rate | 97.6% | 65.2%+32.4pp | 73.3%+24.3pp | 69.5%+28.1pp |
| Annual return | 15.51% | 30.63%-15.1pp | 78.13%-62.6pp | 81.01%-65.5pp |
| Employer contribution / active EE | $8,457 | $2,093+304.0% | $2,855+196.2% | $2,440+246.6% |
| Participant deferral / active EE | $5,411 | $2,887+87.4% | $3,885+39.3% | $3,608+50.0% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,354-100.0% | $5,124-100.0% |