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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 | $41,450 | $47,479-12.7% | $62,929-34.1% | $82,448-49.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 9.78% | 20.34%-10.6pp | 1063.93%-1054.1pp | 41.64%-31.9pp |
| Employer contribution / active EE | $1,618 | $1,885-14.2% | $2,505-35.4% | $2,551-36.6% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |