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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 | $45,928 | $57,108-19.6% | $94,229-51.3% | $52,331-12.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -8.95% | 1.47%-10.4pp | 10.68%-19.6pp | 4.54%-13.5pp |
| Employer contribution / active EE | $9,486 | $1,735+446.6% | $3,587+164.5% | $1,882+404.1% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |