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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 | $18,649 | $59,813-68.8% | $79,580-76.6% | $68,486-72.8% |
| Participation rate | 74.1% | 61.1%+13.0pp | 69.5%+4.6pp | 67.9%+6.2pp |
| Annual return | -20.26% | -12.30%-8.0pp | 0.15%-20.4pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,201 | $1,505-20.2% | $2,413-50.3% | $2,597-53.8% |
| Participant deferral / active EE | $1,989 | $3,024-34.2% | $3,985-50.1% | $4,028-50.6% |
| Admin fee / account holder | $81 | $4,835-98.3% | $6,835-98.8% | $5,404-98.5% |