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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 | $46,556 | $65,118-28.5% | $76,767-39.4% | $55,725-16.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -34.72% | -1.27%-33.5pp | 2.43%-37.2pp | 244.93%-279.7pp |
| Employer contribution / active EE | $2,494 | $1,941+28.5% | $2,485+0.4% | $2,078+20.0% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |