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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 | $37,150 | $80,753-54.0% | $136,298-72.7% | $62,293-40.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 2.09% | 35.83%-33.7pp | 5156.27%-5154.2pp | 28.90%-26.8pp |
| Employer contribution / active EE | $9,349 | $2,884+224.2% | $4,696+99.1% | $2,042+357.8% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |