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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 | $39,399 | $89,067-55.8% | $102,423-61.5% | $77,714-49.3% |
| Participation rate | 99.5% | 80.9%+18.6pp | 76.5%+23.0pp | 70.6%+28.9pp |
| Annual return | -8.72% | 25.01%-33.7pp | 29.42%-38.1pp | 31.26%-40.0pp |
| Employer contribution / active EE | $3,372 | $2,699+24.9% | $3,023+11.6% | $2,727+23.7% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,455-100.0% | $433-100.0% |