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 | $57,381 | $61,125-6.1% | $108,582-47.2% | $63,975-10.3% |
| Participation rate | 99.4% | 80.5%+18.9pp | 79.6%+19.8pp | 71.1%+28.3pp |
| Annual return | -13.17% | 14.06%-27.2pp | -51.70%+38.5pp | 48.65%-61.8pp |
| Employer contribution / active EE | $1,779 | $2,237-20.5% | $3,758-52.7% | $2,182-18.5% |
| Participant deferral / active EE | $0 | $3,574-100.0% | $4,311-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $72-100.0% | $7,645-100.0% | $70-100.0% |