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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 | $55,449 | $63,355-12.5% | $91,994-39.7% | $72,983-24.0% |
| Participation rate | 90.3% | 72.5%+17.8pp | 78.6%+11.6pp | 69.5%+20.8pp |
| Annual return | 18.92% | 35.35%-16.4pp | 69.03%-50.1pp | 81.01%-62.1pp |
| Employer contribution / active EE | $3,849 | $2,116+81.9% | $3,452+11.5% | $2,440+57.7% |
| Participant deferral / active EE | $2,777 | $4,883-43.1% | $5,923-53.1% | $3,608-23.0% |
| Admin fee / account holder | $0 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |