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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 | $80,674-59.8% | $119,126-72.8% | $64,340-49.6% |
| Participation rate | 99.4% | 55.2%+44.2pp | 75.8%+23.7pp | 55.2%+44.2pp |
| Annual return | -1.23% | 26.86%-28.1pp | 282.11%-283.3pp | 24.14%-25.4pp |
| Employer contribution / active EE | $1,464 | $2,564-42.9% | $4,034-63.7% | $1,862-21.3% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,559-100.0% | $10,693-100.0% | $3,703-100.0% |