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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 | $38,266 | $64,176-40.4% | $112,249-65.9% | $66,938-42.8% |
| Participation rate | 80.0% | 68.4%+11.6pp | 75.1%+4.9pp | 69.8%+10.2pp |
| Annual return | -18.75% | -13.80%-5.0pp | 27.48%-46.2pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,261 | $3,007-24.8% | $3,636-37.8% | $2,545-11.2% |
| Participant deferral / active EE | $4,653 | $3,694+26.0% | $4,729-1.6% | $4,238+9.8% |
| Admin fee / account holder | $0 | $626-100.0% | $6,412-100.0% | $594-100.0% |