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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 | $26,439 | $62,928-58.0% | $172,752-84.7% | $67,579-60.9% |
| Participation rate | 90.1% | 64.5%+25.7pp | 82.6%+7.5pp | 71.3%+18.8pp |
| Annual return | 5.34% | 30.36%-25.0pp | 802.97%-797.6pp | 378.56%-373.2pp |
| Employer contribution / active EE | $2,616 | $1,636+59.9% | $5,144-49.1% | $2,148+21.8% |
| 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% | $13,955-100.0% | $142-100.0% |