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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 | $48,701 | $65,322-25.4% | $70,494-30.9% | $73,497-33.7% |
| Participation rate | 91.0% | 77.0%+14.0pp | 75.1%+15.9pp | 70.7%+20.3pp |
| Annual return | -48.33% | 15.71%-64.0pp | 109.16%-157.5pp | 28.51%-76.8pp |
| Employer contribution / active EE | $2,446 | $2,460-0.6% | $2,738-10.7% | $2,270+7.8% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,711-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |