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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 | $60,953 | $73,102-16.6% | $123,553-50.7% | $56,289+8.3% |
| Participation rate | 98.2% | 74.3%+23.9pp | 82.3%+15.9pp | 69.9%+28.4pp |
| Annual return | -16.24% | 3.01%-19.3pp | 119.21%-135.4pp | -9.96%-6.3pp |
| Employer contribution / active EE | $4,318 | $2,977+45.1% | $4,628-6.7% | $2,111+104.5% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |