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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 | $50,361 | $86,341-41.7% | $125,195-59.8% | $65,186-22.7% |
| Participation rate | 99.0% | 75.3%+23.7pp | 79.8%+19.2pp | 70.2%+28.8pp |
| Annual return | -1.30% | 27.44%-28.7pp | 43.79%-45.1pp | 29.39%-30.7pp |
| Employer contribution / active EE | $7,680 | $2,040+276.6% | $3,866+98.7% | $2,177+252.8% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,704-100.0% | $847-100.0% |