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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 | $54,975 | $55,002-0.1% | $59,883-8.2% | $56,287-2.3% |
| Participation rate | 77.1% | 75.9%+1.2pp | 74.7%+2.4pp | 69.9%+7.3pp |
| Annual return | -5.66% | 1.13%-6.8pp | 3.46%-9.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,042 | $2,448-16.6% | $2,722-25.0% | $2,111-3.3% |
| Participant deferral / active EE | $4,196 | $3,121+34.4% | $3,402+23.3% | $3,350+25.3% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |