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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 | $32,926 | $86,341-61.9% | $125,195-73.7% | $65,186-49.5% |
| Participation rate | 98.4% | 75.3%+23.1pp | 79.8%+18.6pp | 70.2%+28.2pp |
| Annual return | -20.11% | 27.44%-47.5pp | 43.79%-63.9pp | 29.39%-49.5pp |
| Employer contribution / active EE | $3,392 | $2,040+66.3% | $3,866-12.3% | $2,177+55.8% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,704-100.0% | $847-100.0% |