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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 | $25,257 | $54,320-53.5% | $67,652-62.7% | $52,331-51.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -2.30% | 6.81%-9.1pp | 6625.40%-6627.7pp | 4.54%-6.8pp |
| Employer contribution / active EE | $2,918 | $1,544+89.0% | $2,266+28.8% | $1,882+55.0% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $9 | $527-98.3% | $4,821-99.8% | $592-98.5% |