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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 | $83,511 | $52,884+57.9% | $84,753-1.5% | $55,167+51.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -0.18% | 18.03%-18.2pp | 22.78%-23.0pp | 169.23%-169.4pp |
| Employer contribution / active EE | $920 | $2,233-58.8% | $3,574-74.3% | $1,963-53.1% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |