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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 | $42,073 | $83,023-49.3% | $102,437-58.9% | $77,762-45.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | -1.69% | 19.12%-20.8pp | 24.95%-26.6pp | 31.27%-33.0pp |
| Employer contribution / active EE | $4,324 | $3,552+21.7% | $3,871+11.7% | $2,728+58.5% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $7 | $639-99.0% | $8,388-99.9% | $433-98.5% |