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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 | $50,438 | $74,089-31.9% | $133,975-62.4% | $55,167-8.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | -7.75% | 12.11%-19.9pp | 29.29%-37.0pp | 169.23%-177.0pp |
| Employer contribution / active EE | $3,149 | $3,064+2.8% | $5,211-39.6% | $1,963+60.5% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |