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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 | $32,027 | $47,448-32.5% | $94,993-66.3% | $62,293-48.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | -9.02% | 22.64%-31.7pp | 27.14%-36.2pp | 28.90%-37.9pp |
| Employer contribution / active EE | $4,499 | $1,300+246.1% | $2,603+72.8% | $2,042+120.3% |
| Participant deferral / active EE | $0 | $2,375-100.0% | $3,317-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $434-100.0% | $4,960-100.0% | $479-100.0% |