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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 | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 4.11% | 8.73%-4.6pp | 51.06%-46.9pp | 8.73%-4.6pp |
| Employer contribution / active EE | $11,632 | $14,479-19.7% | $33,707-65.5% | $14,479-19.7% |
| Participant deferral / active EE | $0 | $665-100.0% | $191-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $354,836-100.0% | - |