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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 | $28,704 | $76,550-62.5% | $123,894-76.8% | $62,881-54.4% |
| Participation rate | 98.4% | 73.0%+25.4pp | 81.4%+17.0pp | 69.3%+29.1pp |
| Annual return | -2.75% | 18.67%-21.4pp | 47.52%-50.3pp | 20.14%-22.9pp |
| Employer contribution / active EE | $2,889 | $2,882+0.2% | $4,617-37.4% | $2,281+26.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |