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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 | $73,404-100.0% | $87,102-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 80.9%-80.9pp | 76.9%-76.9pp | 71.3%-71.3pp |
| Annual return | 8.52% | 48.29%-39.8pp | 28.19%-19.7pp | 378.56%-370.0pp |
| Employer contribution / active EE | $2,378 | $2,014+18.1% | $2,521-5.7% | $2,148+10.7% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,048-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,491-100.0% | $142-100.0% |