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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 | $29,092 | $65,437-55.5% | $86,698-66.4% | $66,949-56.5% |
| Participation rate | 93.9% | 75.5%+18.4pp | 76.6%+17.3pp | 69.8%+24.0pp |
| Annual return | -33.83% | -10.91%-22.9pp | 35.96%-69.8pp | 1.57%-35.4pp |
| Employer contribution / active EE | $4,271 | $2,154+98.3% | $2,837+50.6% | $2,545+67.8% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $5 | $642-99.3% | $7,492-99.9% | $594-99.2% |