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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 | $36,181 | $52,967-31.7% | $172,753-79.1% | $65,186-44.5% |
| Participation rate | 96.1% | 66.2%+29.9pp | 82.6%+13.4pp | 70.2%+25.9pp |
| Annual return | 14.05% | 30.12%-16.1pp | 803.00%-788.9pp | 29.39%-15.3pp |
| Employer contribution / active EE | $2,675 | $2,190+22.1% | $5,144-48.0% | $2,177+22.9% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,956-100.0% | $847-100.0% |