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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 | $63,663 | $85,135-25.2% | $98,920-35.6% | $73,412-13.3% |
| Participation rate | 96.3% | 81.1%+15.2pp | 76.0%+20.3pp | 72.2%+24.1pp |
| Annual return | 12.12% | 19.14%-7.0pp | 196.47%-184.4pp | 59.30%-47.2pp |
| Employer contribution / active EE | $2,471 | $2,721-9.2% | $2,689-8.1% | $2,234+10.6% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,245-100.0% | $3,806-100.0% |
| Admin fee / account holder | $3 | $139-97.7% | $6,643-100.0% | $158-98.0% |