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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 | $43,644 | $47,553-8.2% | $136,867-68.1% | $69,733-37.4% |
| Participation rate | 99.2% | 61.4%+37.9pp | 74.5%+24.7pp | 62.5%+36.8pp |
| Annual return | 8.36% | -91.50%+99.9pp | 42.97%-34.6pp | 15.22%-6.9pp |
| Employer contribution / active EE | $7,491 | $2,087+258.9% | $3,547+111.2% | $2,250+232.9% |
| Participant deferral / active EE | $0 | $2,300-100.0% | $4,924-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $3,496-100.0% | $10,340-100.0% | $3,102-100.0% |