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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 | $23,926 | $48,313-50.5% | $73,309-67.4% | $52,331-54.3% |
| Participation rate | 99.4% | 68.6%+30.9pp | 74.9%+24.5pp | 68.1%+31.3pp |
| Annual return | -3.19% | 3.85%-7.0pp | 5.67%-8.9pp | 4.54%-7.7pp |
| Employer contribution / active EE | $1,896 | $1,661+14.1% | $3,237-41.4% | $1,882+0.7% |
| Participant deferral / active EE | $0 | $4,189-100.0% | $4,991-100.0% | $3,022-100.0% |
| Admin fee / account holder | $15 | $404-96.3% | $5,635-99.7% | $592-97.5% |