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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 | $57,073-57.1% | $85,126-71.2% | $80,925-69.7% |
| Participation rate | 97.2% | 56.4%+40.8pp | 67.5%+29.7pp | 67.7%+29.6pp |
| Annual return | -8.26% | 21.69%-30.0pp | 66.63%-74.9pp | 35.65%-43.9pp |
| Employer contribution / active EE | $4,221 | $1,801+134.4% | $2,731+54.6% | $2,756+53.2% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8 | $4,988-99.8% | $6,160-99.9% | $6,940-99.9% |