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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 | $33,705 | $56,894-40.8% | $84,753-60.2% | $62,881-46.4% |
| Participation rate | 96.5% | 68.5%+28.0pp | 76.6%+19.9pp | 69.3%+27.2pp |
| Annual return | -1.51% | 6.30%-7.8pp | 22.78%-24.3pp | 20.14%-21.6pp |
| Employer contribution / active EE | $4,188 | $2,400+74.5% | $3,574+17.2% | $2,281+83.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |