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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 | $55,178 | $69,383-20.5% | $101,275-45.5% | $73,497-24.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | -14.51% | 18.46%-33.0pp | 46.48%-61.0pp | 28.51%-43.0pp |
| Employer contribution / active EE | $6,110 | $2,628+132.5% | $3,660+66.9% | $2,270+169.2% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $291 | $704-58.6% | $5,948-95.1% | $513-43.3% |