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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 | $43,288 | $56,894-23.9% | $84,753-48.9% | $62,881-31.2% |
| Participation rate | 98.9% | 68.5%+30.4pp | 76.6%+22.3pp | 69.3%+29.6pp |
| Annual return | -16.49% | 6.30%-22.8pp | 22.78%-39.3pp | 20.14%-36.6pp |
| Employer contribution / active EE | $8,792 | $2,400+266.3% | $3,574+146.0% | $2,281+285.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |