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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 | $37,394 | $95,762-61.0% | $379,746-90.2% | $79,856-53.2% |
| Participation rate | 97.6% | 74.0%+23.7pp | 78.4%+19.2pp | 69.6%+28.0pp |
| Annual return | -35.62% | 18.26%-53.9pp | 34.90%-70.5pp | 31.71%-67.3pp |
| Employer contribution / active EE | $8,052 | $2,695+198.8% | $3,540+127.5% | $2,471+225.8% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,745-100.0% | $7,927-100.0% | $5,306-100.0% |