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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 | $103,848 | $65,118+59.5% | $76,767+35.3% | $55,725+86.4% |
| Participation rate | 99.0% | 79.6%+19.4pp | 77.0%+22.0pp | 70.9%+28.2pp |
| Annual return | -31.48% | -1.27%-30.2pp | 2.43%-33.9pp | 244.93%-276.4pp |
| Employer contribution / active EE | $11,344 | $1,941+484.4% | $2,485+356.5% | $2,078+445.9% |
| 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% |