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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 | $77,740 | $60,795+27.9% | $69,483+11.9% | $65,186+19.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 4.03% | 17.46%-13.4pp | 28.99%-25.0pp | 29.39%-25.4pp |
| Employer contribution / active EE | $1,140 | $2,452-53.5% | $2,780-59.0% | $2,177-47.6% |
| Participant deferral / active EE | $1,668 | $3,162-47.2% | $3,537-52.8% | $3,514-52.5% |
| Admin fee / account holder | $9 | $314-97.2% | $3,841-99.8% | $847-99.0% |