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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 | $57,967 | $60,795-4.7% | $69,461-16.5% | $65,185-11.1% |
| Participation rate | 79.3% | 74.9%+4.4pp | 74.6%+4.7pp | 70.2%+9.1pp |
| Annual return | 5.10% | 17.46%-12.4pp | 28.97%-23.9pp | 29.38%-24.3pp |
| Employer contribution / active EE | $2,313 | $2,452-5.7% | $2,779-16.8% | $2,177+6.2% |
| Participant deferral / active EE | $2,671 | $3,162-15.5% | $3,536-24.5% | $3,514-24.0% |
| Admin fee / account holder | $18 | $314-94.4% | $3,840-99.5% | $847-97.9% |