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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 | $58,259 | $87,132-33.1% | $105,624-44.8% | $80,959-28.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | -25.30% | 17.03%-42.3pp | 116.20%-141.5pp | 35.67%-61.0pp |
| Employer contribution / active EE | $9,122 | $2,397+280.6% | $3,168+188.0% | $2,757+230.9% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,449-100.0% | $10,961-100.0% | $6,925-100.0% |