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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 | $48,493 | $86,655-44.0% | $119,622-59.5% | $66,938-27.6% |
| Participation rate | 90.1% | 75.6%+14.5pp | 79.3%+10.8pp | 69.8%+20.3pp |
| Annual return | -22.96% | -8.00%-15.0pp | -14.98%-8.0pp | 1.58%-24.5pp |
| Employer contribution / active EE | $9,949 | $2,536+292.3% | $4,232+135.1% | $2,545+290.9% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,601-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,328-100.0% | $594-100.0% |