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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 | $20,368 | $26,140-22.1% | $58,507-65.2% | $74,473-72.6% |
| Participation rate | 83.1% | 32.1%+51.0pp | 50.9%+32.3pp | 70.7%+12.4pp |
| Annual return | 8.14% | 32.51%-24.4pp | 4252.32%-4244.2pp | 34.36%-26.2pp |
| Employer contribution / active EE | $0 | $537-100.0% | $1,053-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $410 | $1,075-61.8% | $1,922-78.7% | $4,530-90.9% |
| Admin fee / account holder | $0 | $652-100.0% | $2,486-100.0% | $347-100.0% |