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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 | $21,498 | $55,453-61.2% | $170,435-87.4% | $62,293-65.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.84% | 21.38%-9.5pp | 205.94%-194.1pp | 28.90%-17.1pp |
| Employer contribution / active EE | $1,249 | $2,164-42.3% | $5,432-77.0% | $2,042-38.8% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $2 | $455-99.5% | $13,881-100.0% | $479-99.5% |