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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 | $28,845 | $81,487-64.6% | $102,412-71.8% | $80,935-64.4% |
| Participation rate | 96.9% | 66.8%+30.1pp | 74.5%+22.4pp | 67.7%+29.2pp |
| Annual return | -35.73% | 25.60%-61.3pp | 24.94%-60.7pp | 35.66%-71.4pp |
| Employer contribution / active EE | $7,681 | $3,103+147.5% | $3,870+98.5% | $2,757+178.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,388-100.0% | $6,924-100.0% |