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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 | $65,770 | $65,378+0.6% | $87,103-24.5% | $65,186+0.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | -2.01% | 31.28%-33.3pp | 28.19%-30.2pp | 29.39%-31.4pp |
| Employer contribution / active EE | $1,293 | $1,823-29.0% | $2,521-48.7% | $2,177-40.6% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |