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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $71,192-100.0% | $117,861-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 79.7%-79.7pp | 69.5%-69.5pp |
| Annual return | 9.17% | 18.66%-9.5pp | 335.11%-325.9pp | 28.90%-19.7pp |
| Employer contribution / active EE | $1,749 | $1,934-9.5% | $3,786-53.8% | $2,042-14.3% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $587-100.0% | $8,021-100.0% | $479-100.0% |