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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 | $30,878 | $55,449-44.3% | $83,831-63.2% | $56,289-45.1% |
| Participation rate | 98.9% | 68.0%+30.9pp | 76.1%+22.8pp | 69.9%+29.1pp |
| Annual return | -43.42% | -1.38%-42.0pp | 850.99%-894.4pp | -9.96%-33.5pp |
| Employer contribution / active EE | $16,785 | $2,430+590.6% | $3,631+362.2% | $2,111+695.1% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |