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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 | $34,370 | $63,346-45.7% | $92,240-62.7% | $70,126-51.0% |
| Participation rate | 97.4% | 68.7%+28.8pp | 76.5%+21.0pp | 69.5%+27.9pp |
| Annual return | -64.31% | 530.19%-594.5pp | 176.29%-240.6pp | 73.15%-137.5pp |
| Employer contribution / active EE | $14,744 | $2,471+496.6% | $3,680+300.7% | $2,343+529.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |