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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 | $58,674 | $45,022+30.3% | $85,126-31.1% | $77,714-24.5% |
| Participation rate | 91.4% | 48.7%+42.8pp | 67.5%+23.9pp | 70.6%+20.9pp |
| Annual return | -5.27% | 79.38%-84.6pp | 66.63%-71.9pp | 31.26%-36.5pp |
| Employer contribution / active EE | $3,361 | $1,610+108.7% | $2,731+23.0% | $2,727+23.2% |
| 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% |