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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 | $47,443 | $95,438-50.3% | $135,982-65.1% | $74,473-36.3% |
| Participation rate | 73.0% | 78.2%-5.2pp | 81.9%-8.9pp | 70.7%+2.2pp |
| Annual return | -2.49% | 32.61%-35.1pp | 68.32%-70.8pp | 34.36%-36.8pp |
| Employer contribution / active EE | $2,252 | $3,878-41.9% | $4,859-53.7% | $2,638-14.6% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,767-100.0% | $347-100.0% |