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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 | $78,650 | $73,638+6.8% | $95,960-18.0% | $73,493+7.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 7.79% | 16.78%-9.0pp | 91.63%-83.8pp | 28.51%-20.7pp |
| Employer contribution / active EE | $1,076 | $1,863-42.2% | $2,541-57.6% | $2,270-52.6% |
| Participant deferral / active EE | $3,221 | $3,617-10.9% | $4,167-22.7% | $3,740-13.9% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |