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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 | $57,359 | $56,287+1.9% | $80,977-29.2% | $62,881-8.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 5.65% | 22.13%-16.5pp | 17.11%-11.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $845 | $1,943-56.5% | $3,715-77.3% | $2,281-63.0% |
| Participant deferral / active EE | $4,786 | $4,196+14.1% | $5,696-16.0% | $3,203+49.4% |
| Admin fee / account holder | $0 | $3,742-100.0% | $5,517-100.0% | $4,296-100.0% |