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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 | $24,815 | $78,690-68.5% | $161,489-84.6% | $87,485-71.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 6.98% | 32.74%-25.8pp | 89.72%-82.7pp | 26.06%-19.1pp |
| Employer contribution / active EE | $813 | $2,588-68.6% | $4,268-81.0% | $2,596-68.7% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |