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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 | $56,282 | $89,123-36.8% | $102,460-45.1% | $77,762-27.6% |
| Participation rate | 99.7% | 80.9%+18.8pp | 76.5%+23.2pp | 70.6%+29.1pp |
| Annual return | -4.24% | 25.05%-29.3pp | 29.47%-33.7pp | 31.27%-35.5pp |
| Employer contribution / active EE | $2,871 | $2,700+6.3% | $3,025-5.1% | $2,728+5.2% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | -$0 | $236-100.1% | $9,460-100.0% | $433-100.0% |