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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 | $57,096-100.0% | $94,229-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 78.8%-78.8pp | 69.2%-69.2pp |
| Annual return | -9.02% | 159.65%-168.7pp | 10.68%-19.7pp | 10.78%-19.8pp |
| Employer contribution / active EE | $4,437 | $1,708+159.8% | $3,587+23.7% | $1,899+133.7% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $6,269-100.0% | $91-100.0% |