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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 | $57,812 | $45,087+28.2% | $69,483-16.8% | $72,976-20.8% |
| Participation rate | 96.9% | 68.5%+28.4pp | 74.6%+22.3pp | 69.5%+27.4pp |
| Annual return | 1.50% | 22.67%-21.2pp | 28.99%-27.5pp | 81.02%-79.5pp |
| Employer contribution / active EE | $2,739 | $2,055+33.3% | $2,780-1.4% | $2,440+12.3% |
| Participant deferral / active EE | $3,467 | $2,603+33.2% | $3,537-2.0% | $3,608-3.9% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |