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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 | $64,322 | $57,976+10.9% | $63,018+2.1% | $62,293+3.3% |
| Participation rate | 96.2% | 75.9%+20.3pp | 74.8%+21.4pp | 69.5%+26.7pp |
| Annual return | 11.63% | 17.54%-5.9pp | 87.62%-76.0pp | 28.90%-17.3pp |
| Employer contribution / active EE | $1,916 | $2,415-20.6% | $2,761-30.6% | $2,042-6.2% |
| Participant deferral / active EE | $2,700 | $2,956-8.7% | $3,330-18.9% | $3,169-14.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |