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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 | $44,612 | $91,517-51.3% | $101,275-55.9% | $73,412-39.2% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | -4.59% | 17.17%-21.8pp | 46.48%-51.1pp | 59.30%-63.9pp |
| Employer contribution / active EE | $5,143 | $2,877+78.8% | $3,660+40.5% | $2,234+130.2% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |