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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 | $63,873 | $89,652-28.8% | $141,197-54.8% | $65,186-2.0% |
| Participation rate | 95.7% | 74.7%+21.0pp | 82.5%+13.3pp | 70.2%+25.5pp |
| Annual return | 6.44% | 32.79%-26.4pp | 71.41%-65.0pp | 29.39%-22.9pp |
| Employer contribution / active EE | $3,084 | $3,065+0.6% | $4,736-34.9% | $2,177+41.7% |
| Participant deferral / active EE | $2,939 | $5,691-48.4% | $6,710-56.2% | $3,514-16.4% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |