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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 | $42,326 | $56,287-24.8% | $80,977-47.7% | $62,881-32.7% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | -0.90% | 22.13%-23.0pp | 17.11%-18.0pp | 20.14%-21.0pp |
| Employer contribution / active EE | $7,969 | $1,943+310.2% | $3,715+114.5% | $2,281+249.4% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1 | $3,742-100.0% | $5,517-100.0% | $4,296-100.0% |