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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 | $23,452 | $51,466-54.4% | $78,778-70.2% | $62,293-62.4% |
| Participation rate | 92.6% | 59.8%+32.8pp | 69.2%+23.4pp | 69.5%+23.1pp |
| Annual return | 1.92% | 19.96%-18.0pp | 35.62%-33.7pp | 28.90%-27.0pp |
| Employer contribution / active EE | $437 | $827-47.2% | $1,986-78.0% | $2,042-78.6% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $12 | $489-97.5% | $5,134-99.8% | $479-97.4% |