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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 | $45,022+293.7% | $85,126+108.2% | $77,714+128.1% |
| Participation rate | 98.5% | 48.7%+49.8pp | 67.5%+31.0pp | 70.6%+27.9pp |
| Annual return | 7.30% | 79.38%-72.1pp | 66.63%-59.3pp | 31.26%-24.0pp |
| Employer contribution / active EE | $18,203 | $1,610+1030.6% | $2,731+566.5% | $2,727+567.6% |
| Participant deferral / active EE | $0 | $2,811-100.0% | $4,523-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $913-100.0% | $6,160-100.0% | $433-100.0% |