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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 | $90,170-64.1% | $150,734-78.5% | $69,733-53.5% |
| Participation rate | 99.4% | 60.2%+39.2pp | 78.4%+21.0pp | 62.5%+37.0pp |
| Annual return | -1.23% | 16.56%-17.8pp | 600.81%-602.0pp | 15.22%-16.5pp |
| Employer contribution / active EE | $1,464 | $3,428-57.3% | $4,918-70.2% | $2,250-34.9% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $4,600-100.0% | $14,905-100.0% | $3,102-100.0% |