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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 | $14,764 | $58,895-74.9% | $178,503-91.7% | $73,497-79.9% |
| Participation rate | 99.2% | 66.2%+33.0pp | 81.9%+17.3pp | 70.7%+28.5pp |
| Annual return | 1.26% | 24.86%-23.6pp | 151.12%-149.9pp | 28.51%-27.3pp |
| Employer contribution / active EE | $1,280 | $2,236-42.8% | $5,011-74.5% | $2,270-43.6% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |