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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 | $20,368 | $54,590-62.7% | $81,726-75.1% | $73,497-72.3% |
| Participation rate | 86.8% | 68.3%+18.5pp | 72.0%+14.8pp | 70.7%+16.2pp |
| Annual return | -1.89% | 17.74%-19.6pp | 29.49%-31.4pp | 28.51%-30.4pp |
| Employer contribution / active EE | $537 | $1,636-67.2% | $4,311-87.5% | $2,270-76.3% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $592-100.0% | $5,160-100.0% | $513-100.0% |