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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 | $56,469 | $81,208-30.5% | $98,920-42.9% | $79,852-29.3% |
| Participation rate | 92.6% | 72.5%+20.0pp | 76.0%+16.5pp | 69.6%+22.9pp |
| Annual return | 5.77% | 60.99%-55.2pp | 196.47%-190.7pp | 31.72%-26.0pp |
| Employer contribution / active EE | $1,882 | $1,960-3.9% | $2,689-30.0% | $2,471-23.8% |
| Participant deferral / active EE | $3,787 | $3,265+16.0% | $4,245-10.8% | $3,740+1.3% |
| Admin fee / account holder | $8 | $6,013-99.9% | $6,643-99.9% | $5,306-99.9% |