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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 | $14,275 | $47,848-70.2% | $81,473-82.5% | $70,126-79.6% |
| Participation rate | 97.0% | 58.3%+38.7pp | 68.0%+29.0pp | 69.5%+27.4pp |
| Annual return | -1.97% | 27.25%-29.2pp | 38.78%-40.8pp | 73.15%-75.1pp |
| Employer contribution / active EE | $2,785 | $1,527+82.4% | $2,568+8.5% | $2,343+18.9% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14 | $3,145-99.6% | $4,561-99.7% | $4,645-99.7% |