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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 | $31,375 | $64,286-51.2% | $106,387-70.5% | $55,725-43.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.5%+22.5pp | 70.9%+29.1pp |
| Annual return | -8.22% | 0.84%-9.1pp | 0.25%-8.5pp | 244.93%-253.2pp |
| Employer contribution / active EE | $2,350 | $2,367-0.7% | $3,520-33.2% | $2,078+13.1% |
| Participant deferral / active EE | $3,161 | $4,158-24.0% | $5,421-41.7% | $3,356-5.8% |
| Admin fee / account holder | $64 | $102-37.0% | $7,510-99.1% | $115-44.0% |