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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 | $61,398 | $51,244+19.8% | $80,977-24.2% | $55,167+11.3% |
| Participation rate | 99.4% | 71.7%+27.7pp | 75.8%+23.6pp | 69.0%+30.4pp |
| Annual return | 6.43% | 17.39%-11.0pp | 17.11%-10.7pp | 169.23%-162.8pp |
| Employer contribution / active EE | $4,787 | $1,770+170.4% | $3,715+28.9% | $1,963+143.9% |
| Participant deferral / active EE | $0 | $4,418-100.0% | $5,696-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $398-100.0% | $5,517-100.0% | $504-100.0% |