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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 | $55,761 | $57,976-3.8% | $63,018-11.5% | $62,293-10.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 9.28% | 17.54%-8.3pp | 87.62%-78.3pp | 28.90%-19.6pp |
| Employer contribution / active EE | $2,486 | $2,415+3.0% | $2,761-10.0% | $2,042+21.7% |
| Participant deferral / active EE | $3,045 | $2,956+3.0% | $3,330-8.6% | $3,169-3.9% |
| Admin fee / account holder | $5 | $276-98.0% | $3,601-99.8% | $479-98.9% |