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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 | $42,604 | $39,132+8.9% | $57,196-25.5% | $62,881-32.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 1.04% | 9.24%-8.2pp | 14.59%-13.6pp | 20.14%-19.1pp |
| Employer contribution / active EE | $1,857 | $1,874-0.9% | $2,683-30.8% | $2,281-18.6% |
| Participant deferral / active EE | $1,994 | $2,374-16.0% | $3,096-35.6% | $3,203-37.7% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |