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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 | $32,413 | $83,369-61.1% | $105,223-69.2% | $67,986-52.3% |
| Participation rate | 99.4% | 56.3%+43.1pp | 75.0%+24.4pp | 57.2%+42.2pp |
| Annual return | -1.23% | 24.64%-25.9pp | 180.65%-181.9pp | 31.67%-32.9pp |
| Employer contribution / active EE | $1,464 | $2,541-42.4% | $3,689-60.3% | $2,019-27.5% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,073-100.0% | $8,859-100.0% | $3,203-100.0% |