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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 | $0 | $84,245-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 4.49% | 10.20%-5.7pp | 1.43%+3.1pp | 10.20%-5.7pp |
| Employer contribution / active EE | $7,387 | $15,145-51.2% | $17,287-57.3% | $15,145-51.2% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $0 | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $380-100.0% | - |