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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 | $45,109+292.9% | $85,240+107.9% | $77,762+127.9% |
| Participation rate | 98.5% | 48.7%+49.8pp | 67.5%+30.9pp | 70.6%+27.9pp |
| Annual return | 7.30% | 79.55%-72.3pp | 66.75%-59.5pp | 31.27%-24.0pp |
| Employer contribution / active EE | $18,203 | $1,602+1036.6% | $2,735+565.5% | $2,728+567.3% |
| Participant deferral / active EE | $0 | $2,814-100.0% | $4,527-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $915-100.0% | $6,165-100.0% | $433-100.0% |