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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 | $25,789 | $67,598-61.8% | $75,901-66.0% | $77,775-66.8% |
| Participation rate | 96.8% | 69.6%+27.3pp | 69.3%+27.5pp | 73.2%+23.6pp |
| Annual return | -30.81% | 23.18%-54.0pp | 30.76%-61.6pp | 32.58%-63.4pp |
| Employer contribution / active EE | $2,072 | $2,430-14.7% | $2,501-17.2% | $2,504-17.3% |
| Participant deferral / active EE | $0 | $3,502-100.0% | $3,603-100.0% | $3,966-100.0% |
| Admin fee / account holder | $2 | $96-98.3% | $5,420-100.0% | $100-98.3% |