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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 | $125,003 | $60,349+107.1% | $74,184+68.5% | $62,881+98.8% |
| Participation rate | 98.8% | 72.7%+26.1pp | 76.6%+22.2pp | 69.3%+29.5pp |
| Annual return | 3.92% | 21.38%-17.5pp | 17.74%-13.8pp | 20.14%-16.2pp |
| Employer contribution / active EE | $660 | $1,680-60.7% | $2,370-72.2% | $2,281-71.1% |
| Participant deferral / active EE | $1,936 | $2,856-32.2% | $3,550-45.5% | $3,203-39.5% |
| Admin fee / account holder | $248 | $4,261-94.2% | $5,586-95.6% | $4,296-94.2% |