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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 | $40,572 | $86,922-53.3% | $102,438-60.4% | $80,874-49.8% |
| Participation rate | 94.8% | 72.4%+22.4pp | 76.5%+18.3pp | 67.6%+27.2pp |
| Annual return | -16.03% | 18.90%-34.9pp | 29.37%-45.4pp | 35.62%-51.6pp |
| Employer contribution / active EE | $13,642 | $2,369+475.7% | $3,024+351.2% | $2,756+395.0% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $20 | $8,050-99.7% | $9,448-99.8% | $6,935-99.7% |