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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 | $23,016 | $70,002-67.1% | $115,038-80.0% | $52,331-56.0% |
| Participation rate | 99.2% | 72.1%+27.1pp | 81.4%+17.9pp | 68.1%+31.1pp |
| Annual return | -1.67% | 4.04%-5.7pp | 26.14%-27.8pp | 4.54%-6.2pp |
| Employer contribution / active EE | $1,527 | $2,715-43.8% | $4,608-66.9% | $1,882-18.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $189 | $566-66.6% | $8,175-97.7% | $592-68.0% |