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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 | $51,313 | $81,358-36.9% | $155,556-67.0% | $80,959-36.6% |
| Participation rate | 93.2% | 66.3%+26.9pp | 78.2%+15.0pp | 67.7%+25.5pp |
| Annual return | -44.31% | 33.39%-77.7pp | 64.84%-109.1pp | 35.67%-80.0pp |
| Employer contribution / active EE | $10,562 | $3,106+240.0% | $4,675+125.9% | $2,757+283.1% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |