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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 | $70,779 | $99,957-29.2% | $149,745-52.7% | $73,497-3.7% |
| Participation rate | 90.7% | 75.7%+15.0pp | 82.5%+8.2pp | 70.7%+20.0pp |
| Annual return | 13.15% | 53.87%-40.7pp | 276.72%-263.6pp | 28.51%-15.4pp |
| Employer contribution / active EE | $2,824 | $3,191-11.5% | $4,646-39.2% | $2,270+24.4% |
| Participant deferral / active EE | $5,809 | $6,073-4.3% | $6,843-15.1% | $3,740+55.3% |
| Admin fee / account holder | $71 | $551-87.2% | $9,312-99.2% | $513-86.2% |