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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 | $40,986 | $52,884-22.5% | $84,753-51.6% | $55,167-25.7% |
| Participation rate | 99.2% | 67.5%+31.6pp | 76.6%+22.6pp | 69.0%+30.2pp |
| Annual return | -6.17% | 18.03%-24.2pp | 22.78%-29.0pp | 169.23%-175.4pp |
| Employer contribution / active EE | $1,856 | $2,233-16.9% | $3,574-48.1% | $1,963-5.4% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |