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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 | $37,053 | $70,667-47.6% | $123,105-69.9% | $52,331-29.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -13.16% | 6.23%-19.4pp | 13.22%-26.4pp | 4.54%-17.7pp |
| Employer contribution / active EE | $3,725 | $2,946+26.5% | $5,151-27.7% | $1,882+98.0% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $4 | $506-99.1% | $9,014-100.0% | $592-99.2% |