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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 | $48,801 | $71,873-32.1% | $86,698-43.7% | $68,490-28.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -30.16% | 3.54%-33.7pp | 35.96%-66.1pp | -7.85%-22.3pp |
| Employer contribution / active EE | $5,071 | $2,173+133.4% | $2,837+78.8% | $2,597+95.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,110-100.0% | $7,492-100.0% | $5,403-100.0% |