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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 | $35,057 | $70,002-49.9% | $115,038-69.5% | $52,331-33.0% |
| Participation rate | 92.9% | 72.1%+20.8pp | 81.4%+11.5pp | 68.1%+24.8pp |
| Annual return | -30.14% | 4.04%-34.2pp | 26.14%-56.3pp | 4.54%-34.7pp |
| Employer contribution / active EE | $8,997 | $2,715+231.4% | $4,608+95.2% | $1,882+378.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |