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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 | $35,289 | $91,474-61.4% | $135,982-74.0% | $71,529-50.7% |
| Participation rate | 97.2% | 75.7%+21.6pp | 81.9%+15.3pp | 67.9%+29.3pp |
| Annual return | -17.61% | 29.89%-47.5pp | 68.32%-85.9pp | 28.97%-46.6pp |
| Employer contribution / active EE | $3,843 | $3,705+3.7% | $4,859-20.9% | $2,590+48.4% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |