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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 | $24,790 | $69,383-64.3% | $101,275-75.5% | $73,497-66.3% |
| Participation rate | 96.3% | 68.4%+28.0pp | 75.8%+20.5pp | 70.7%+25.7pp |
| Annual return | -0.83% | 18.46%-19.3pp | 46.48%-47.3pp | 28.51%-29.3pp |
| Employer contribution / active EE | $7,253 | $2,628+176.0% | $3,660+98.2% | $2,270+219.5% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $704-99.8% | $5,948-100.0% | $513-99.7% |