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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 | $32,993 | $54,368-39.3% | $117,039-71.8% | $62,293-47.0% |
| Participation rate | 98.1% | 64.9%+33.2pp | 77.2%+21.0pp | 69.5%+28.6pp |
| Annual return | -9.70% | 21.77%-31.5pp | 18.95%-28.7pp | 28.90%-38.6pp |
| Employer contribution / active EE | $4,482 | $1,692+164.9% | $3,785+18.4% | $2,042+119.5% |
| Participant deferral / active EE | $0 | $2,269-100.0% | $3,929-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,974-100.0% | $479-100.0% |