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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 | $48,466 | $86,341-43.9% | $125,195-61.3% | $65,186-25.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | -16.78% | 27.44%-44.2pp | 43.79%-60.6pp | 29.39%-46.2pp |
| Employer contribution / active EE | $5,097 | $2,040+149.9% | $3,866+31.8% | $2,177+134.2% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $2 | $609-99.7% | $9,704-100.0% | $847-99.8% |