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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 | $42,509 | $58,888-27.8% | $178,499-76.2% | $73,493-42.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | -9.32% | 24.86%-34.2pp | 151.10%-160.4pp | 28.51%-37.8pp |
| Employer contribution / active EE | $6,050 | $2,236+170.5% | $5,011+20.7% | $2,270+166.5% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,986-100.0% | $513-100.0% |