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Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,613 | $79,223-19.7% | $102,460-37.9% | $74,478-14.6% |
| Participation rate | 98.8% | 74.8%+24.1pp | 76.5%+22.3pp | 67.2%+31.6pp |
| Annual return | 3.01% | 54.98%-52.0pp | 29.47%-26.5pp | 1370.56%-1367.6pp |
| Employer contribution / active EE | $9,343 | $2,363+295.4% | $3,025+208.9% | $2,626+255.8% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,003-100.0% | $9,460-100.0% | $1,946-100.0% |