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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 | $34,917 | $70,002-50.1% | $115,038-69.6% | $52,331-33.3% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -7.87% | 4.04%-11.9pp | 26.14%-34.0pp | 4.54%-12.4pp |
| Employer contribution / active EE | $3,179 | $2,715+17.1% | $4,608-31.0% | $1,882+69.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |