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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 | $52,226 | $84,940-38.5% | $111,306-53.1% | $79,389-34.2% |
| Participation rate | 99.0% | 75.9%+23.2pp | 77.3%+21.7pp | 70.7%+28.3pp |
| Annual return | -8.67% | 17.45%-26.1pp | 54.67%-63.3pp | 116.89%-125.6pp |
| Employer contribution / active EE | $5,838 | $1,979+194.9% | $2,732+113.7% | $2,428+140.4% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,966-100.0% | $626-100.0% |