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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 | $30,709 | $59,328-48.2% | $118,914-74.2% | $73,497-58.2% |
| Participation rate | 73.8% | 62.3%+11.5pp | 75.4%-1.6pp | 70.7%+3.1pp |
| Annual return | -16.10% | 19.13%-35.2pp | 35.89%-52.0pp | 28.51%-44.6pp |
| Employer contribution / active EE | $0 | $1,803-100.0% | $3,264-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $4,266-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $600-100.0% | $6,582-100.0% | $513-100.0% |