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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 | $51,431 | $88,982-42.2% | $102,438-49.8% | $77,671-33.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | -12.85% | 25.01%-37.9pp | 29.37%-42.2pp | 31.21%-44.1pp |
| Employer contribution / active EE | $7,781 | $2,698+188.4% | $3,024+157.3% | $2,726+185.4% |
| Participant deferral / active EE | $0 | $5,144-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,448-100.0% | $430-100.0% |