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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 | $29,062 | $104,497-72.2% | $159,487-81.8% | $79,389-63.4% |
| Participation rate | 98.4% | 76.6%+21.7pp | 82.8%+15.5pp | 70.7%+27.7pp |
| Annual return | 1.78% | 67.98%-66.2pp | 263.71%-261.9pp | 116.89%-115.1pp |
| Employer contribution / active EE | $1,295 | $3,418-62.1% | $4,831-73.2% | $2,428-46.7% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,804-100.0% | $626-100.0% |