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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 | $51,780 | $57,921-10.6% | $84,753-38.9% | $57,658-10.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -2.12% | 10.24%-12.4pp | 22.78%-24.9pp | 5.13%-7.3pp |
| Employer contribution / active EE | $4,858 | $2,598+87.0% | $3,574+35.9% | $1,974+146.1% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |