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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 | $64,463 | $136,307-52.7% | $177,840-63.8% | $73,493-12.3% |
| Participation rate | 98.4% | 86.1%+12.3pp | 87.7%+10.7pp | 70.7%+27.7pp |
| Annual return | -6.33% | 18.68%-25.0pp | 48.32%-54.7pp | 28.51%-34.8pp |
| Employer contribution / active EE | $2,234 | $3,712-39.8% | $5,919-62.3% | $2,270-1.6% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $12,431-100.0% | $513-100.0% |