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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 | $50,417 | $100,272-49.7% | $170,043-70.4% | $74,460-32.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | -3.12% | 66.12%-69.2pp | 53.40%-56.5pp | 34.38%-37.5pp |
| Employer contribution / active EE | $4,173 | $4,266-2.2% | $6,790-38.5% | $2,638+58.2% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,410-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $12,824-100.0% | $348-100.0% |