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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 | $59,051 | $73,404-19.6% | $87,103-32.2% | $67,582-12.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 7.83% | 48.29%-40.5pp | 28.19%-20.4pp | 378.57%-370.7pp |
| Employer contribution / active EE | $1,055 | $2,014-47.6% | $2,521-58.2% | $2,148-50.9% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,491-100.0% | $142-100.0% |