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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 | $56,910 | $45,050+26.3% | $63,018-9.7% | $70,126-18.8% |
| Participation rate | 95.4% | 69.5%+25.9pp | 74.8%+20.6pp | 69.5%+25.8pp |
| Annual return | 9.89% | 18.76%-8.9pp | 87.62%-77.7pp | 73.15%-63.3pp |
| Employer contribution / active EE | $2,459 | $2,052+19.9% | $2,761-10.9% | $2,343+5.0% |
| Participant deferral / active EE | $3,235 | $2,466+31.2% | $3,330-2.8% | $3,332-2.9% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |