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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 | $83,843-61.3% | $123,973-73.9% | $65,306-50.4% |
| Participation rate | 99.4% | 56.0%+43.5pp | 76.7%+22.8pp | 57.7%+41.8pp |
| Annual return | -1.23% | 19.87%-21.1pp | 388.13%-389.4pp | 21.94%-23.2pp |
| Employer contribution / active EE | $1,464 | $2,873-49.0% | $4,126-64.5% | $1,967-25.6% |
| Participant deferral / active EE | $0 | $2,997-100.0% | $5,247-100.0% | $2,959-100.0% |
| Admin fee / account holder | $0 | $4,735-100.0% | $11,799-100.0% | $3,480-100.0% |