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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 | $31,568 | $56,197-43.8% | $67,652-53.3% | $59,633-47.1% |
| Participation rate | 79.0% | 71.5%+7.5pp | 75.7%+3.3pp | 68.7%+10.3pp |
| Annual return | -3.62% | 18508.10%-18511.7pp | 6625.40%-6629.0pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $2,768 | $1,615+71.4% | $2,266+22.2% | $2,203+25.6% |
| Participant deferral / active EE | $5,371 | $2,844+88.9% | $3,560+50.9% | $3,192+68.3% |
| Admin fee / account holder | $27 | $3,958-99.3% | $4,821-99.4% | $4,297-99.4% |