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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 | $49,950 | $56,047-10.9% | $98,716-49.4% | $79,634-37.3% |
| Participation rate | 96.9% | 54.6%+42.3pp | 69.3%+27.6pp | 62.5%+34.4pp |
| Annual return | -15.57% | 17.58%-33.1pp | 31.81%-47.4pp | 36.46%-52.0pp |
| Employer contribution / active EE | $1,664 | $1,237+34.5% | $2,279-27.0% | $2,529-34.2% |
| Participant deferral / active EE | $0 | $2,469-100.0% | $4,048-100.0% | $3,835-100.0% |
| Admin fee / account holder | $12 | $1,512-99.2% | $8,703-99.9% | $1,002-98.8% |