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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 | $28,658 | $54,045-47.0% | $115,167-75.1% | $65,186-56.0% |
| Participation rate | 89.5% | 63.5%+26.0pp | 75.9%+13.6pp | 70.2%+19.3pp |
| Annual return | -11.11% | 26.55%-37.7pp | 35.60%-46.7pp | 29.39%-40.5pp |
| Employer contribution / active EE | $4,199 | $1,653+154.1% | $3,179+32.1% | $2,177+92.9% |
| Participant deferral / active EE | $0 | $2,504-100.0% | $4,169-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $7,089-100.0% | $847-100.0% |