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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 | $29,672 | $51,466-42.3% | $78,778-62.3% | $62,293-52.4% |
| Participation rate | 100.0% | 59.8%+40.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | -7.96% | 19.96%-27.9pp | 35.62%-43.6pp | 28.90%-36.9pp |
| Employer contribution / active EE | $9,019 | $827+990.2% | $1,986+354.2% | $2,042+341.6% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $3 | $489-99.4% | $5,134-99.9% | $479-99.4% |