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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 | $41,352 | $45,022-8.2% | $85,126-51.4% | $77,714-46.8% |
| Participation rate | 97.7% | 48.7%+49.1pp | 67.5%+30.2pp | 70.6%+27.2pp |
| Annual return | -14.50% | 79.38%-93.9pp | 66.63%-81.1pp | 31.26%-45.8pp |
| Employer contribution / active EE | $7,113 | $1,610+341.8% | $2,731+160.4% | $2,727+160.9% |
| Participant deferral / active EE | $0 | $2,811-100.0% | $4,523-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $913-100.0% | $6,160-100.0% | $433-100.0% |