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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 | $28,771 | $66,124-56.5% | $90,461-68.2% | $73,497-60.9% |
| Participation rate | 97.1% | 69.7%+27.4pp | 72.7%+24.4pp | 70.7%+26.4pp |
| Annual return | -0.72% | 17.65%-18.4pp | 1294.76%-1295.5pp | 28.51%-29.2pp |
| Employer contribution / active EE | $5,384 | $2,346+129.5% | $3,264+65.0% | $2,270+137.2% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $396-100.0% | $5,617-100.0% | $513-100.0% |