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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 | $51,812 | $36,916+40.3% | $156,551-66.9% | $57,658-10.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | -5.33% | 12.38%-17.7pp | 32.23%-37.6pp | 5.13%-10.5pp |
| Employer contribution / active EE | $4,062 | $1,571+158.6% | $5,501-26.2% | $1,974+105.8% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |