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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 | $64,909-100.0% | $82,312-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 76.9%-76.9pp | 69.5%-69.5pp |
| Annual return | 12.65% | 21.18%-8.5pp | 25.88%-13.2pp | 28.90%-16.2pp |
| Employer contribution / active EE | $2,330 | $1,676+39.0% | $2,428-4.1% | $2,042+14.1% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |