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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 | $35,750 | $50,666-29.4% | $76,667-53.4% | $65,186-45.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | -12.40% | 28.51%-40.9pp | 1166.74%-1179.1pp | 29.39%-41.8pp |
| Employer contribution / active EE | $773 | $1,575-50.9% | $2,303-66.5% | $2,177-64.5% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,336-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $463-100.0% | $6,423-100.0% | $847-100.0% |