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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 | $64,924 | $52,467+23.7% | $57,196+13.5% | $55,167+17.7% |
| Participation rate | 81.4% | 75.8%+5.6pp | 75.3%+6.1pp | 69.0%+12.4pp |
| Annual return | -0.38% | 7.72%-8.1pp | 14.59%-15.0pp | 169.23%-169.6pp |
| Employer contribution / active EE | $1,521 | $2,477-38.6% | $2,683-43.3% | $1,963-22.5% |
| Participant deferral / active EE | $2,839 | $2,830+0.3% | $3,096-8.3% | $3,054-7.0% |
| Admin fee / account holder | $0 | $269-99.9% | $3,141-100.0% | $504-99.9% |