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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 | $38,185 | $96,782-60.5% | $140,514-72.8% | $69,255-44.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.8%+22.2pp | 69.0%+31.0pp |
| Annual return | -10.91% | 11.56%-22.5pp | 14.36%-25.3pp | 26.73%-37.6pp |
| Employer contribution / active EE | $1,533 | $3,063-50.0% | $3,378-54.6% | $2,645-42.1% |
| Participant deferral / active EE | $0 | $4,233-100.0% | $4,919-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $13,697-100.0% | $733-100.0% |