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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 | $242,180 | $52,519+361.1% | $155,789+55.5% | $59,633+306.1% |
| Participation rate | 98.9% | 61.7%+37.2pp | 76.1%+22.8pp | 68.7%+30.3pp |
| Annual return | -14.64% | 53.51%-68.1pp | 71.54%-86.2pp | 2041.45%-2056.1pp |
| Employer contribution / active EE | $15,339 | $1,589+865.2% | $3,839+299.6% | $2,203+596.4% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,798-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,540-100.0% | $7,477-100.0% | $4,297-100.0% |