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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 | $70,638 | $56,640+24.7% | $80,977-12.8% | $57,658+22.5% |
| Participation rate | 99.7% | 75.9%+23.8pp | 75.8%+23.9pp | 70.2%+29.5pp |
| Annual return | 6.09% | 19.97%-13.9pp | 17.11%-11.0pp | 5.13%+1.0pp |
| Employer contribution / active EE | $2,014 | $2,085-3.4% | $3,715-45.8% | $1,974+2.1% |
| Participant deferral / active EE | $2,548 | $4,944-48.5% | $5,696-55.3% | $3,061-16.8% |
| Admin fee / account holder | $0 | $87-100.0% | $5,517-100.0% | $95-100.0% |