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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 | $85,660-45.9% | $133,346-65.3% | $85,660-45.9% |
| Participation rate | 83.4% | 74.8%+8.5pp | 72.8%+10.5pp | 74.8%+8.5pp |
| Annual return | -3.94% | 19.52%-23.5pp | 36.85%-40.8pp | 19.52%-23.5pp |
| Employer contribution / active EE | $832 | $4,199-80.2% | $2,853-70.8% | $4,199-80.2% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,332-100.0% | $3,518-100.0% |
| Admin fee / account holder | $2 | $224-99.3% | $14,264-100.0% | $224-99.3% |