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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 | $78,602 | $57,976+35.6% | $63,018+24.7% | $62,293+26.2% |
| Participation rate | 97.0% | 75.9%+21.1pp | 74.8%+22.2pp | 69.5%+27.5pp |
| Annual return | 10.66% | 17.54%-6.9pp | 87.62%-77.0pp | 28.90%-18.2pp |
| Employer contribution / active EE | $1,573 | $2,415-34.9% | $2,761-43.0% | $2,042-23.0% |
| Participant deferral / active EE | $1,598 | $2,956-46.0% | $3,330-52.0% | $3,169-49.6% |
| Admin fee / account holder | $2 | $276-99.4% | $3,601-100.0% | $479-99.7% |