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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 | $60,597 | $57,976+4.5% | $63,018-3.8% | $62,293-2.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.69% | 17.54%-6.8pp | 87.62%-76.9pp | 28.90%-18.2pp |
| Employer contribution / active EE | $2,945 | $2,415+21.9% | $2,761+6.7% | $2,042+44.2% |
| Participant deferral / active EE | $2,834 | $2,956-4.1% | $3,330-14.9% | $3,169-10.6% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |