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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 | $63,405 | $185,342-65.8% | $111,308-43.0% | $86,821-27.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 8.03% | 500.80%-492.8pp | 54.67%-46.6pp | 97.94%-89.9pp |
| Employer contribution / active EE | $1,494 | $2,246-33.5% | $2,732-45.3% | $2,406-37.9% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,965-100.0% | $170-100.0% |