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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 | $131,409 | $60,795+116.2% | $69,464+89.2% | $65,185+101.6% |
| Participation rate | 94.6% | 74.9%+19.7pp | 74.6%+20.0pp | 70.2%+24.4pp |
| Annual return | 4.96% | 17.46%-12.5pp | 28.98%-24.0pp | 29.38%-24.4pp |
| Employer contribution / active EE | $2,111 | $2,452-13.9% | $2,779-24.1% | $2,177-3.0% |
| Participant deferral / active EE | $2,670 | $3,162-15.6% | $3,536-24.5% | $3,514-24.0% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |