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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 | $68,245 | $45,087+51.4% | $69,483-1.8% | $72,976-6.5% |
| Participation rate | 97.0% | 68.5%+28.5pp | 74.6%+22.4pp | 69.5%+27.5pp |
| Annual return | 5.18% | 22.67%-17.5pp | 28.99%-23.8pp | 81.02%-75.8pp |
| Employer contribution / active EE | $2,329 | $2,055+13.3% | $2,780-16.2% | $2,440-4.5% |
| Participant deferral / active EE | $3,453 | $2,603+32.6% | $3,537-2.4% | $3,608-4.3% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |