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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 | $19,684 | $46,732-57.9% | $156,551-87.4% | $55,167-64.3% |
| Participation rate | 95.8% | 65.8%+30.0pp | 84.0%+11.8pp | 69.0%+26.8pp |
| Annual return | -2.11% | 17.72%-19.8pp | 32.23%-34.3pp | 169.23%-171.3pp |
| Employer contribution / active EE | $2,419 | $2,105+14.9% | $5,501-56.0% | $1,963+23.2% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |