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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 | $41,603 | $73,638-43.5% | $95,964-56.6% | $73,497-43.4% |
| Participation rate | 93.8% | 76.2%+17.7pp | 77.1%+16.8pp | 70.7%+23.2pp |
| Annual return | -7.58% | 16.78%-24.4pp | 91.64%-99.2pp | 28.51%-36.1pp |
| Employer contribution / active EE | $1,048 | $1,863-43.7% | $2,541-58.7% | $2,270-53.8% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |