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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 | $24,491 | $57,140-57.1% | $85,240-71.3% | $80,959-69.7% |
| Participation rate | 97.2% | 56.4%+40.8pp | 67.5%+29.7pp | 67.7%+29.6pp |
| Annual return | -8.26% | 21.71%-30.0pp | 66.75%-75.0pp | 35.67%-43.9pp |
| Employer contribution / active EE | $4,221 | $1,802+134.3% | $2,735+54.3% | $2,757+53.1% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8 | $4,992-99.8% | $6,165-99.9% | $6,925-99.9% |