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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 | $31,035 | $83,485-62.8% | $125,195-75.2% | $72,976-57.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | -10.88% | 25.77%-36.6pp | 43.79%-54.7pp | 81.02%-91.9pp |
| Employer contribution / active EE | $5,598 | $2,346+138.6% | $3,866+44.8% | $2,440+129.4% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,518-100.0% | $9,704-100.0% | $5,124-100.0% |