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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 | $31,924 | $73,638-56.6% | $95,964-66.7% | $73,497-56.6% |
| Participation rate | 90.2% | 76.2%+14.1pp | 77.1%+13.1pp | 70.7%+19.5pp |
| Annual return | -13.63% | 16.78%-30.4pp | 91.64%-105.3pp | 28.51%-42.1pp |
| Employer contribution / active EE | $5,979 | $1,863+220.9% | $2,541+135.3% | $2,270+163.4% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-99.9% | $6,797-100.0% | $513-99.9% |