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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 | $39,351 | $84,936-53.7% | $111,308-64.6% | $79,391-50.4% |
| Participation rate | 91.9% | 75.9%+16.1pp | 77.3%+14.6pp | 70.7%+21.2pp |
| Annual return | -5.96% | 17.45%-23.4pp | 54.67%-60.6pp | 116.88%-122.8pp |
| Employer contribution / active EE | $703 | $1,979-64.5% | $2,732-74.3% | $2,428-71.0% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,965-100.0% | $627-100.0% |