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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 | $40,824 | $50,464-19.1% | $75,784-46.1% | $52,331-22.0% |
| Participation rate | 99.2% | 66.8%+32.4pp | 75.8%+23.4pp | 68.1%+31.1pp |
| Annual return | -3.89% | 1.03%-4.9pp | 9.68%-13.6pp | 4.54%-8.4pp |
| Employer contribution / active EE | $1,480 | $1,988-25.6% | $3,323-55.5% | $1,882-21.3% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |