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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 | $47,105-7.3% | $68,368-36.2% | $67,986-35.8% |
| Participation rate | 99.2% | 51.8%+47.4pp | 73.8%+25.5pp | 57.2%+42.0pp |
| Annual return | 8.36% | 48.37%-40.0pp | 292.57%-284.2pp | 31.67%-23.3pp |
| Employer contribution / active EE | $7,491 | $1,859+303.0% | $2,649+182.8% | $2,019+271.1% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $4,123-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $2,435-100.0% | $5,150-100.0% | $3,203-100.0% |