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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 | $156,446 | $52,467+198.2% | $57,196+173.5% | $55,167+183.6% |
| Participation rate | 98.0% | 75.8%+22.2pp | 75.3%+22.7pp | 69.0%+29.0pp |
| Annual return | 1.20% | 7.72%-6.5pp | 14.59%-13.4pp | 169.23%-168.0pp |
| Employer contribution / active EE | $1,708 | $2,477-31.0% | $2,683-36.3% | $1,963-13.0% |
| Participant deferral / active EE | $3,419 | $2,830+20.8% | $3,096+10.4% | $3,054+11.9% |
| Admin fee / account holder | $3 | $269-99.0% | $3,141-99.9% | $504-99.5% |