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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 | $61,282 | $57,976+5.7% | $63,018-2.8% | $62,293-1.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.27% | 17.54%-7.3pp | 87.62%-77.3pp | 28.90%-18.6pp |
| Employer contribution / active EE | $3,052 | $2,415+26.4% | $2,761+10.6% | $2,042+49.5% |
| Participant deferral / active EE | $2,879 | $2,956-2.6% | $3,330-13.5% | $3,169-9.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |