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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 | $54,972 | $39,132+40.5% | $57,196-3.9% | $62,881-12.6% |
| Participation rate | 98.0% | 70.5%+27.5pp | 75.3%+22.6pp | 69.3%+28.7pp |
| Annual return | 0.46% | 9.24%-8.8pp | 14.59%-14.1pp | 20.14%-19.7pp |
| Employer contribution / active EE | $2,559 | $1,874+36.5% | $2,683-4.6% | $2,281+12.2% |
| Participant deferral / active EE | $3,030 | $2,374+27.6% | $3,096-2.1% | $3,203-5.4% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |