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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 | $108,525 | $57,976+87.2% | $63,018+72.2% | $62,293+74.2% |
| Participation rate | 92.1% | 75.9%+16.1pp | 74.8%+17.3pp | 69.5%+22.5pp |
| Annual return | 11.78% | 17.54%-5.8pp | 87.62%-75.8pp | 28.90%-17.1pp |
| Employer contribution / active EE | $3,639 | $2,415+50.7% | $2,761+31.8% | $2,042+78.2% |
| Participant deferral / active EE | $4,569 | $2,956+54.6% | $3,330+37.2% | $3,169+44.2% |
| Admin fee / account holder | $12 | $276-95.7% | $3,601-99.7% | $479-97.5% |