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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 | $72,719 | $65,322+11.3% | $70,494+3.2% | $73,497-1.1% |
| Participation rate | 98.7% | 77.0%+21.7pp | 75.1%+23.6pp | 70.7%+28.0pp |
| Annual return | 3.40% | 15.71%-12.3pp | 109.16%-105.8pp | 28.51%-25.1pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,390 | $3,375+89.3% | $3,711+72.2% | $3,740+70.9% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |