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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 | $40,970 | $72,273-43.3% | $101,275-59.5% | $79,856-48.7% |
| Participation rate | 95.7% | 68.5%+27.2pp | 75.8%+19.9pp | 69.6%+26.1pp |
| Annual return | -7.27% | 22.30%-29.6pp | 46.48%-53.8pp | 31.71%-39.0pp |
| Employer contribution / active EE | $5,975 | $2,691+122.0% | $3,660+63.3% | $2,471+141.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |