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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 | $57,299 | $99,957-42.7% | $149,745-61.7% | $73,497-22.0% |
| Participation rate | 99.4% | 75.7%+23.7pp | 82.5%+16.9pp | 70.7%+28.7pp |
| Annual return | 13.30% | 53.87%-40.6pp | 276.72%-263.4pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,035 | $3,191-67.6% | $4,646-77.7% | $2,270-54.4% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |