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Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,234 | $45,031+293.6% | $85,009+108.5% | $77,671+128.2% |
| Participation rate | 98.5% | 48.7%+49.8pp | 67.5%+31.0pp | 70.6%+27.9pp |
| Annual return | 7.30% | 79.22%-71.9pp | 66.47%-59.2pp | 31.21%-23.9pp |
| Employer contribution / active EE | $18,203 | $1,609+1031.1% | $2,728+567.2% | $2,726+567.6% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,522-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $912-100.0% | $6,153-100.0% | $430-100.0% |