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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 | $81,279 | $136,307-40.4% | $177,840-54.3% | $73,493+10.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 6.26% | 18.68%-12.4pp | 48.32%-42.1pp | 28.51%-22.3pp |
| Employer contribution / active EE | $4,652 | $3,712+25.3% | $5,919-21.4% | $2,270+104.9% |
| Participant deferral / active EE | $3,323 | $5,829-43.0% | $7,714-56.9% | $3,740-11.2% |
| Admin fee / account holder | $0 | $596-100.0% | $12,431-100.0% | $513-100.0% |