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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 | $79,181-19.7% | $102,423-37.9% | $74,429-14.5% |
| Participation rate | 98.8% | 74.8%+24.0pp | 76.5%+22.3pp | 67.2%+31.6pp |
| Annual return | 3.01% | 54.97%-52.0pp | 29.42%-26.4pp | 1368.38%-1365.4pp |
| Employer contribution / active EE | $9,343 | $2,362+295.6% | $3,023+209.1% | $2,625+256.0% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,455-100.0% | $1,944-100.0% |