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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 | $39,969 | $43,133-7.3% | $89,435-55.3% | $73,497-45.6% |
| Participation rate | 73.9% | 55.0%+19.0pp | 68.0%+5.9pp | 70.7%+3.2pp |
| Annual return | 1.84% | 135.66%-133.8pp | 245.55%-243.7pp | 28.51%-26.7pp |
| Employer contribution / active EE | $1,952 | $1,438+35.8% | $2,587-24.5% | $2,270-14.0% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $444-100.0% | $4,884-100.0% | $513-100.0% |