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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 | $37,870 | $63,924-40.8% | $108,582-65.1% | $55,167-31.4% |
| Participation rate | 98.4% | 74.3%+24.0pp | 79.6%+18.8pp | 69.0%+29.4pp |
| Annual return | 1.40% | 15.31%-13.9pp | -51.70%+53.1pp | 169.23%-167.8pp |
| Employer contribution / active EE | $3,615 | $1,879+92.4% | $3,758-3.8% | $1,963+84.2% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |