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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 | $65,320 | $45,050+45.0% | $63,018+3.7% | $70,126-6.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.05% | 18.76%-7.7pp | 87.62%-76.6pp | 73.15%-62.1pp |
| Employer contribution / active EE | $2,296 | $2,052+11.9% | $2,761-16.8% | $2,343-2.0% |
| Participant deferral / active EE | $4,575 | $2,466+85.5% | $3,330+37.4% | $3,332+37.3% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |