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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 | $89,670-48.4% | $108,359-57.3% | $89,670-48.4% |
| Participation rate | 83.4% | 71.2%+12.2pp | 70.1%+13.3pp | 71.2%+12.2pp |
| Annual return | -3.94% | 19.66%-23.6pp | 36.89%-40.8pp | 19.66%-23.6pp |
| Employer contribution / active EE | $832 | $4,041-79.4% | $2,399-65.3% | $4,041-79.4% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $4,137-100.0% | $3,962-100.0% |
| Admin fee / account holder | $2 | $352-99.6% | $9,741-100.0% | $352-99.6% |