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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 | $35,727 | $42,546-16.0% | $71,796-50.2% | $55,167-35.2% |
| Participation rate | 100.0% | 59.1%+40.9pp | 69.1%+30.9pp | 69.0%+31.0pp |
| Annual return | -10.99% | 12.36%-23.3pp | 78.04%-89.0pp | 169.23%-180.2pp |
| Employer contribution / active EE | $820 | $803+2.1% | $1,924-57.4% | $1,963-58.2% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |