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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 | $39,740 | $53,412-25.6% | $68,509-42.0% | $52,331-24.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | -4.76% | 3.42%-8.2pp | 8.27%-13.0pp | 4.54%-9.3pp |
| Employer contribution / active EE | $1,500 | $1,607-6.7% | $2,278-34.1% | $1,882-20.3% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $5,275-100.0% | $592-100.0% |