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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 | $69,774-64.9% | $67,561-63.8% | $74,429-67.1% |
| Participation rate | 99.2% | 71.4%+27.9pp | 72.9%+26.3pp | 67.2%+32.0pp |
| Annual return | 11.22% | -40.53%+51.8pp | 3525.44%-3514.2pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $1,555 | $2,710-42.6% | $2,735-43.1% | $2,625-40.8% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,003-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $890-100.0% | $4,006-100.0% | $1,944-100.0% |