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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 | $37,982 | $46,732-18.7% | $156,551-75.7% | $55,167-31.2% |
| Participation rate | 93.3% | 65.8%+27.5pp | 84.0%+9.3pp | 69.0%+24.3pp |
| Annual return | 0.74% | 17.72%-17.0pp | 32.23%-31.5pp | 169.23%-168.5pp |
| Employer contribution / active EE | $2,383 | $2,105+13.2% | $5,501-56.7% | $1,963+21.4% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |