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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 | $21,008 | $63,082-66.7% | $81,716-74.3% | $79,852-73.7% |
| Participation rate | 98.6% | 67.5%+31.0pp | 72.0%+26.5pp | 69.6%+28.9pp |
| Annual return | -23.98% | 22.66%-46.6pp | 29.49%-53.5pp | 31.72%-55.7pp |
| Employer contribution / active EE | $1,757 | $1,795-2.1% | $4,310-59.2% | $2,471-28.9% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,428-100.0% | $5,159-100.0% | $5,306-100.0% |