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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 | $89,093-42.3% | $102,434-49.8% | $77,736-33.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | -12.85% | 25.03%-37.9pp | 29.46%-42.3pp | 31.26%-44.1pp |
| Employer contribution / active EE | $7,781 | $2,699+188.3% | $3,023+157.4% | $2,728+185.3% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,055-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,462-100.0% | $433-100.0% |