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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 | $58,789 | $83,090-29.2% | $130,062-54.8% | $71,529-17.8% |
| Participation rate | 98.3% | 74.1%+24.1pp | 78.5%+19.7pp | 67.9%+30.3pp |
| Annual return | -3.92% | 20.61%-24.5pp | -137.37%+133.5pp | 28.97%-32.9pp |
| Employer contribution / active EE | $3,493 | $2,624+33.1% | $4,322-19.2% | $2,590+34.9% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $13 | $1,727-99.2% | $10,601-99.9% | $1,588-99.2% |