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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 | $41,063 | $72,027-43.0% | $185,861-77.9% | $79,856-48.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | -19.66% | 23.13%-42.8pp | 35.96%-55.6pp | 31.71%-51.4pp |
| Employer contribution / active EE | $1,739 | $1,965-11.5% | $4,088-57.5% | $2,471-29.6% |
| Participant deferral / active EE | $0 | $3,780-100.0% | $5,634-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,503-100.0% | $5,306-100.0% |