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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 | $21,779 | $39,859-45.4% | $78,676-72.3% | $57,658-62.2% |
| Participation rate | 99.0% | 66.1%+32.9pp | 73.6%+25.4pp | 70.2%+28.7pp |
| Annual return | 0.37% | 18.96%-18.6pp | 62.19%-61.8pp | 5.13%-4.8pp |
| Employer contribution / active EE | $1,746 | $1,786-2.2% | $2,850-38.7% | $1,974-11.5% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $76-99.7% | $4,510-100.0% | $95-99.7% |