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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 | $70,377 | $65,582+7.3% | $64,097+9.8% | $71,529-1.6% |
| Participation rate | 98.9% | 73.2%+25.7pp | 72.3%+26.6pp | 67.9%+31.0pp |
| Annual return | 8.71% | 18.96%-10.3pp | 33.75%-25.0pp | 28.97%-20.3pp |
| Employer contribution / active EE | $2,229 | $2,671-16.5% | $2,750-19.0% | $2,590-13.9% |
| Participant deferral / active EE | $3,196 | $3,628-11.9% | $3,881-17.6% | $4,291-25.5% |
| Admin fee / account holder | $145 | $616-76.5% | $3,070-95.3% | $1,588-90.9% |