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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 | $87,371 | $130,294-32.9% | $170,057-48.6% | $71,529+22.1% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 0.98% | 20.36%-19.4pp | 53.42%-52.4pp | 28.97%-28.0pp |
| Employer contribution / active EE | $4,103 | $4,385-6.4% | $6,790-39.6% | $2,590+58.4% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,411-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,826-100.0% | $1,588-100.0% |