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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 | $0 | $50,464-100.0% | $75,784-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 75.8%-75.8pp | 68.1%-68.1pp |
| Annual return | -3.31% | 1.03%-4.3pp | 9.68%-13.0pp | 4.54%-7.8pp |
| Employer contribution / active EE | $11,896 | $1,988+498.3% | $3,323+257.9% | $1,882+532.2% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |