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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 | $23,327 | $88,324-73.6% | $115,038-79.7% | $55,191-57.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | -6.21% | 6.30%-12.5pp | 26.14%-32.3pp | 10.78%-17.0pp |
| Employer contribution / active EE | $2,422 | $2,805-13.7% | $4,608-47.4% | $1,899+27.5% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |