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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 | $24,457 | $69,745-64.9% | $67,511-63.8% | $74,546-67.2% |
| Participation rate | 99.2% | 71.3%+27.9pp | 72.9%+26.4pp | 67.2%+32.0pp |
| Annual return | 11.22% | -40.37%+51.6pp | 3517.41%-3506.2pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $1,555 | $2,705-42.5% | $2,733-43.1% | $2,624-40.8% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $894-100.0% | $3,999-100.0% | $1,944-100.0% |