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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 | $36,540 | $63,114-42.1% | $92,909-60.7% | $65,185-43.9% |
| Participation rate | 99.1% | 68.8%+30.3pp | 76.0%+23.1pp | 70.2%+28.9pp |
| Annual return | -7.08% | 28.75%-35.8pp | 109.44%-116.5pp | 29.38%-36.5pp |
| Employer contribution / active EE | $2,597 | $2,571+1.0% | $3,653-28.9% | $2,177+19.3% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,795-100.0% | $847-100.0% |