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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 | $18,264 | $62,928-71.0% | $172,753-89.4% | $67,582-73.0% |
| Participation rate | 96.3% | 64.5%+31.8pp | 82.6%+13.7pp | 71.3%+25.0pp |
| Annual return | 3.61% | 30.36%-26.7pp | 803.00%-799.4pp | 378.57%-375.0pp |
| Employer contribution / active EE | $2,539 | $1,636+55.2% | $5,144-50.6% | $2,148+18.2% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,956-100.0% | $142-100.0% |