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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 | $91,209 | $49,255+85.2% | $70,494+29.4% | $79,856+14.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.95% | 30.10%-25.2pp | 109.16%-104.2pp | 31.71%-26.8pp |
| Employer contribution / active EE | $3,884 | $2,100+84.9% | $2,738+41.8% | $2,471+57.2% |
| Participant deferral / active EE | $4,886 | $2,768+76.5% | $3,711+31.7% | $3,741+30.6% |
| Admin fee / account holder | $84 | $2,879-97.1% | $3,848-97.8% | $5,306-98.4% |