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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 | $76,909 | $65,582+17.3% | $64,097+20.0% | $71,529+7.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 2.20% | 18.96%-16.8pp | 33.75%-31.5pp | 28.97%-26.8pp |
| Employer contribution / active EE | $1,679 | $2,671-37.1% | $2,750-38.9% | $2,590-35.2% |
| Participant deferral / active EE | $3,158 | $3,628-12.9% | $3,881-18.6% | $4,291-26.4% |
| Admin fee / account holder | $20 | $616-96.7% | $3,070-99.3% | $1,588-98.7% |