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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 | $137,294 | $56,484+143.1% | $169,452-19.0% | $64,173+113.9% |
| Participation rate | 97.5% | 64.5%+33.0pp | 77.8%+19.7pp | 69.6%+28.0pp |
| Annual return | -17.38% | -1.55%-15.8pp | 1.83%-19.2pp | 7.63%-25.0pp |
| Employer contribution / active EE | $19,000 | $1,832+936.9% | $4,157+357.1% | $2,381+698.1% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,174-100.0% | $9,110-100.0% | $4,887-100.0% |