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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 | $88,982-36.7% | $102,438-45.1% | $77,671-27.5% |
| Participation rate | 99.7% | 80.9%+18.8pp | 76.5%+23.2pp | 70.6%+29.1pp |
| Annual return | -4.24% | 25.01%-29.2pp | 29.37%-33.6pp | 31.21%-35.4pp |
| Employer contribution / active EE | $2,871 | $2,698+6.4% | $3,024-5.1% | $2,726+5.3% |
| Participant deferral / active EE | $0 | $5,144-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | -$0 | $236-100.1% | $9,448-100.0% | $430-100.0% |