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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 | $77,097 | $60,795+26.8% | $69,483+11.0% | $65,186+18.3% |
| Participation rate | 90.1% | 74.9%+15.2pp | 74.6%+15.5pp | 70.2%+19.9pp |
| Annual return | 1.63% | 17.46%-15.8pp | 28.99%-27.4pp | 29.39%-27.8pp |
| Employer contribution / active EE | $1,854 | $2,452-24.4% | $2,780-33.3% | $2,177-14.8% |
| Participant deferral / active EE | $3,453 | $3,162+9.2% | $3,537-2.4% | $3,514-1.7% |
| Admin fee / account holder | $12 | $314-96.1% | $3,841-99.7% | $847-98.5% |