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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 | $60,165-100.0% | $74,184-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 76.6%-76.6pp | 69.0%-69.0pp |
| Annual return | 5.15% | 10.00%-4.8pp | 17.74%-12.6pp | 169.23%-164.1pp |
| Employer contribution / active EE | $1,964 | $1,600+22.8% | $2,370-17.1% | $1,963+0.1% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |