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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 | $50,084 | $50,919-1.6% | $155,556-67.8% | $77,762-35.6% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | -1.71% | 34.84%-36.5pp | 64.84%-66.5pp | 31.27%-33.0pp |
| Employer contribution / active EE | $4,401 | $1,991+121.0% | $4,675-5.9% | $2,728+61.3% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $437-100.0% | $15,885-100.0% | $433-100.0% |