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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 | $33,569 | $82,980-59.5% | $103,378-67.5% | $77,692-56.8% |
| Participation rate | 99.0% | 71.5%+27.5pp | 74.5%+24.5pp | 70.6%+28.4pp |
| Annual return | -1.19% | 19.11%-20.3pp | 24.91%-26.1pp | 31.25%-32.4pp |
| Employer contribution / active EE | $3,850 | $3,554+8.3% | $3,870-0.5% | $2,726+41.2% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,401-100.0% | $431-100.0% |