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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 | $46,244-100.0% | $161,646-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 2.8%-2.8pp |
| Annual return | 4.00% | 12.11%-8.1pp | 12.93%-8.9pp | 16.32%-12.3pp |
| Employer contribution / active EE | $12,821 | $18,276-29.8% | $35,210-63.6% | $17,007-24.6% |
| Participant deferral / active EE | $0 | $1,114-100.0% | $458-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $4,659-100.0% | $127-100.0% |