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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 | $74,388 | $88,515-16.0% | $162,177-54.1% | $67,579+10.1% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | -1.01% | 27.04%-28.1pp | 115.60%-116.6pp | 378.56%-379.6pp |
| Employer contribution / active EE | $3,754 | $3,563+5.3% | $5,613-33.1% | $2,148+74.8% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,843-100.0% | $142-100.0% |