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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 | $19,275 | $58,895-67.3% | $178,503-89.2% | $73,497-73.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | -7.70% | 24.86%-32.6pp | 151.12%-158.8pp | 28.51%-36.2pp |
| Employer contribution / active EE | $645 | $2,236-71.2% | $5,011-87.1% | $2,270-71.6% |
| Participant deferral / active EE | $1,322 | $2,567-48.5% | $5,202-74.6% | $3,740-64.6% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |