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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 | $362,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.3%-20.3pp | 0.0%0pp |
| Annual return | 4.11% | 8.75%-4.6pp | 64.23%-60.1pp | 8.75%-4.6pp |
| Employer contribution / active EE | $11,632 | $15,185-23.4% | $31,311-62.9% | $15,185-23.4% |
| Participant deferral / active EE | $0 | $753-100.0% | $251-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $354,836-100.0% | - |