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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 | $113,921 | $39,195+190.7% | $98,864+15.2% | $79,389+43.5% |
| Participation rate | 100.0% | 59.8%+40.2pp | 65.7%+34.3pp | 70.7%+29.3pp |
| Annual return | -13.45% | 19.95%-33.4pp | 50.03%-63.5pp | 116.89%-130.3pp |
| Employer contribution / active EE | $25,499 | $1,334+1810.9% | $2,070+1132.1% | $2,428+950.3% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $3,037-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $365-100.0% | $4,080-100.0% | $626-100.0% |