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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 | $86,938-53.3% | $102,423-60.4% | $80,925-49.9% |
| Participation rate | 94.8% | 72.4%+22.4pp | 76.5%+18.3pp | 67.7%+27.1pp |
| Annual return | -16.03% | 18.89%-34.9pp | 29.42%-45.5pp | 35.65%-51.7pp |
| Employer contribution / active EE | $13,642 | $2,369+475.8% | $3,023+351.3% | $2,756+394.9% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $20 | $8,053-99.7% | $9,455-99.8% | $6,940-99.7% |