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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 | $24,417 | $38,833-37.1% | $78,778-69.0% | $77,958-68.7% |
| Participation rate | 100.0% | 60.9%+39.1pp | 69.2%+30.8pp | 71.6%+28.4pp |
| Annual return | -8.93% | 20.31%-29.2pp | 35.62%-44.5pp | 20.87%-29.8pp |
| Employer contribution / active EE | $1,554 | $840+85.1% | $1,986-21.7% | $2,310-32.7% |
| Participant deferral / active EE | $0 | $1,776-100.0% | $2,958-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $5,134-100.0% | $97-100.0% |