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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 | $24,758 | $37,196-33.4% | $154,114-83.9% | $55,725-55.6% |
| Participation rate | 90.1% | 64.1%+26.0pp | 83.0%+7.0pp | 70.9%+19.2pp |
| Annual return | -6.37% | 1319.68%-1326.0pp | 735.16%-741.5pp | 244.93%-251.3pp |
| Employer contribution / active EE | $2,082 | $1,614+29.0% | $5,298-60.7% | $2,078+0.2% |
| Participant deferral / active EE | $3,993 | $2,068+93.1% | $5,081-21.4% | $3,356+19.0% |
| Admin fee / account holder | $166 | $102+63.2% | $13,411-98.8% | $115+43.9% |