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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 | $39,447 | $69,383-43.1% | $101,275-61.0% | $73,497-46.3% |
| Participation rate | 97.1% | 68.4%+28.7pp | 75.8%+21.3pp | 70.7%+26.4pp |
| Annual return | 9.63% | 18.46%-8.8pp | 46.48%-36.8pp | 28.51%-18.9pp |
| Employer contribution / active EE | $2,532 | $2,628-3.7% | $3,660-30.8% | $2,270+11.5% |
| Participant deferral / active EE | $2,355 | $3,301-28.6% | $4,371-46.1% | $3,740-37.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |