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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 | $28,547 | $46,297-38.3% | $71,671-60.2% | $62,293-54.2% |
| Participation rate | 99.6% | 60.6%+38.9pp | 68.7%+30.8pp | 69.5%+30.1pp |
| Annual return | -6.60% | 22.32%-28.9pp | 20.65%-27.2pp | 28.90%-35.5pp |
| Employer contribution / active EE | $10,318 | $1,412+630.8% | $2,460+319.4% | $2,042+405.2% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1 | $461-99.8% | $5,558-100.0% | $479-99.8% |