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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 | $18,533 | $58,895-68.5% | $178,503-89.6% | $73,497-74.8% |
| Participation rate | 97.4% | 66.2%+31.2pp | 81.9%+15.5pp | 70.7%+26.7pp |
| Annual return | 2.01% | 24.86%-22.9pp | 151.12%-149.1pp | 28.51%-26.5pp |
| Employer contribution / active EE | $1,077 | $2,236-51.8% | $5,011-78.5% | $2,270-52.6% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |