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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 | $37,670 | $48,076-21.6% | $78,690-52.1% | $62,891-40.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -8.82% | 31.35%-40.2pp | 62.18%-71.0pp | 20.14%-29.0pp |
| Employer contribution / active EE | $10,105 | $2,015+401.6% | $2,851+254.5% | $2,281+343.0% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,511-100.0% | $4,296-100.0% |