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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 | $27,137 | $60,349-55.0% | $74,184-63.4% | $62,881-56.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -11.74% | 21.38%-33.1pp | 17.74%-29.5pp | 20.14%-31.9pp |
| Employer contribution / active EE | $2,563 | $1,680+52.6% | $2,370+8.2% | $2,281+12.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |