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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 | $21,941 | $40,113-45.3% | $84,021-73.9% | $77,775-71.8% |
| Participation rate | 86.8% | 62.8%+24.0pp | 69.0%+17.8pp | 73.2%+13.6pp |
| Annual return | 5.65% | 23.27%-17.6pp | 71.32%-65.7pp | 32.58%-26.9pp |
| Employer contribution / active EE | $1,641 | $847+93.7% | $1,984-17.3% | $2,504-34.5% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $3,239-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $6,102-100.0% | $100-100.0% |