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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 | $63,287 | $65,322-3.1% | $70,494-10.2% | $73,497-13.9% |
| Participation rate | 99.2% | 77.0%+22.3pp | 75.1%+24.2pp | 70.7%+28.5pp |
| Annual return | 3.80% | 15.71%-11.9pp | 109.16%-105.4pp | 28.51%-24.7pp |
| Employer contribution / active EE | $3,324 | $2,460+35.1% | $2,738+21.4% | $2,270+46.4% |
| Participant deferral / active EE | $3,182 | $3,375-5.7% | $3,711-14.3% | $3,740-14.9% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |