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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 | $80,747 | $60,795+32.8% | $69,461+16.2% | $65,185+23.9% |
| Participation rate | 78.2% | 74.9%+3.4pp | 74.6%+3.6pp | 70.2%+8.0pp |
| Annual return | 5.23% | 17.46%-12.2pp | 28.97%-23.7pp | 29.38%-24.2pp |
| Employer contribution / active EE | $834 | $2,452-66.0% | $2,779-70.0% | $2,177-61.7% |
| Participant deferral / active EE | $3,761 | $3,162+19.0% | $3,536+6.4% | $3,514+7.0% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |