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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 | $32,941 | $47,969-31.3% | $85,969-61.7% | $52,331-37.1% |
| Participation rate | 95.8% | 61.7%+34.1pp | 76.5%+19.3pp | 68.1%+27.7pp |
| Annual return | -2.47% | -0.13%-2.3pp | 9.32%-11.8pp | 4.54%-7.0pp |
| Employer contribution / active EE | $5,072 | $1,460+247.4% | $3,474+46.0% | $1,882+169.5% |
| Participant deferral / active EE | $0 | $2,110-100.0% | $3,829-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $530-100.0% | $6,053-100.0% | $592-100.0% |