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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 | $52,796 | $52,467+0.6% | $57,196-7.7% | $55,167-4.3% |
| Participation rate | 99.5% | 75.8%+23.7pp | 75.3%+24.2pp | 69.0%+30.6pp |
| Annual return | -1.11% | 7.72%-8.8pp | 14.59%-15.7pp | 169.23%-170.3pp |
| Employer contribution / active EE | $2,760 | $2,477+11.4% | $2,683+2.9% | $1,963+40.7% |
| Participant deferral / active EE | $2,688 | $2,830-5.0% | $3,096-13.2% | $3,054-12.0% |
| Admin fee / account holder | $15 | $269-94.3% | $3,141-99.5% | $504-96.9% |