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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 | $24,096 | $39,819-39.5% | $67,834-64.5% | $57,658-58.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 68.8%+31.2pp | 70.2%+29.8pp |
| Annual return | -28.20% | 9.19%-37.4pp | 138.47%-166.7pp | 5.13%-33.3pp |
| Employer contribution / active EE | $5,675 | $1,277+344.5% | $2,403+136.1% | $1,974+187.5% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,160-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $84-100.0% | $4,622-100.0% | $95-100.0% |