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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 | $24,289 | $27,800-12.6% | $58,507-58.5% | $71,529-66.0% |
| Participation rate | 98.7% | 34.6%+64.1pp | 50.9%+47.8pp | 67.9%+30.8pp |
| Annual return | 2.81% | 26.80%-24.0pp | 4252.32%-4249.5pp | 28.97%-26.2pp |
| Employer contribution / active EE | $1,803 | $632+185.4% | $1,053+71.1% | $2,590-30.4% |
| Participant deferral / active EE | $0 | $1,208-100.0% | $1,922-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,637-100.0% | $2,486-100.0% | $1,588-100.0% |