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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 | $45,563 | $53,546-14.9% | $69,884-34.8% | $68,486-33.5% |
| Participation rate | 87.8% | 64.5%+23.2pp | 70.5%+17.3pp | 67.9%+19.9pp |
| Annual return | -21.41% | -13.87%-7.5pp | 190.81%-212.2pp | -7.85%-13.6pp |
| Employer contribution / active EE | $3,571 | $2,019+76.9% | $2,560+39.5% | $2,597+37.5% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8 | $4,693-99.8% | $6,266-99.9% | $5,404-99.8% |