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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 | $46,314 | $57,921-20.0% | $98,716-53.1% | $103,975-55.5% |
| Participation rate | 83.4% | 68.8%+14.6pp | 69.3%+14.1pp | 72.5%+10.9pp |
| Annual return | -3.94% | 13.15%-17.1pp | 31.81%-35.8pp | 19.41%-23.4pp |
| Employer contribution / active EE | $832 | $1,595-47.8% | $2,279-63.5% | $3,722-77.7% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $4,048-100.0% | $5,343-100.0% |
| Admin fee / account holder | $2 | $324-99.5% | $8,703-100.0% | $332-99.5% |