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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 | $34,658 | $50,643-31.6% | $106,619-67.5% | $55,167-37.2% |
| Participation rate | 95.9% | 65.6%+30.3pp | 78.0%+17.9pp | 69.0%+26.9pp |
| Annual return | -3.92% | 7.02%-10.9pp | 9.42%-13.3pp | 169.23%-173.2pp |
| Employer contribution / active EE | $5,107 | $1,626+214.1% | $3,947+29.4% | $1,963+160.2% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $3,930-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $488-100.0% | $6,418-100.0% | $504-100.0% |