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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 | $99,627 | $52,884+88.4% | $84,753+17.6% | $55,167+80.6% |
| Participation rate | 98.0% | 67.5%+30.5pp | 76.6%+21.4pp | 69.0%+29.0pp |
| Annual return | 2.40% | 18.03%-15.6pp | 22.78%-20.4pp | 169.23%-166.8pp |
| Employer contribution / active EE | $5,876 | $2,233+163.1% | $3,574+64.4% | $1,963+199.4% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $14 | $581-97.6% | $5,333-99.7% | $504-97.2% |