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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 | $51,088 | $38,365+33.2% | $84,637-39.6% | $65,186-21.6% |
| Participation rate | 100.0% | 55.7%+44.3pp | 68.2%+31.8pp | 70.2%+29.8pp |
| Annual return | 1.35% | 32.00%-30.6pp | 258.82%-257.5pp | 29.39%-28.0pp |
| Employer contribution / active EE | $535 | $1,258-57.5% | $2,653-79.8% | $2,177-75.4% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,900-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $451-100.0% | $4,914-100.0% | $847-100.0% |