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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 | $31,250 | $50,637-38.3% | $86,582-63.9% | $62,293-49.8% |
| Participation rate | 92.8% | 67.9%+24.9pp | 73.5%+19.2pp | 69.5%+23.2pp |
| Annual return | 11.30% | 20.80%-9.5pp | 965.08%-953.8pp | 28.90%-17.6pp |
| Employer contribution / active EE | $2,095 | $2,075+0.9% | $2,839-26.2% | $2,042+2.6% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $413-100.0% | $4,904-100.0% | $479-100.0% |