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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 | $41,759 | $71,534-41.6% | $98,462-57.6% | $71,529-41.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | -19.84% | 32.44%-52.3pp | 21.17%-41.0pp | 28.97%-48.8pp |
| Employer contribution / active EE | $2,673 | $2,399+11.4% | $3,049-12.3% | $2,590+3.2% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,677-100.0% | $8,875-100.0% | $1,588-100.0% |