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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 | $25,554 | $63,082-59.5% | $81,726-68.7% | $79,856-68.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | -1.44% | 22.66%-24.1pp | 29.49%-30.9pp | 31.71%-33.1pp |
| Employer contribution / active EE | $7,488 | $1,795+317.1% | $4,311+73.7% | $2,471+203.0% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,428-100.0% | $5,160-100.0% | $5,306-100.0% |