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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 | $48,920 | $46,297+5.7% | $71,671-31.7% | $62,293-21.5% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | -4.20% | 22.32%-26.5pp | 20.65%-24.8pp | 28.90%-33.1pp |
| Employer contribution / active EE | $3,358 | $1,412+137.8% | $2,460+36.5% | $2,042+64.4% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $3 | $461-99.3% | $5,558-99.9% | $479-99.3% |