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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 | $17,765 | $64,871-72.6% | $129,118-86.2% | $66,938-73.5% |
| Participation rate | 93.0% | 74.0%+19.0pp | 77.2%+15.7pp | 69.8%+23.1pp |
| Annual return | -21.43% | -12.21%-9.2pp | -10.94%-10.5pp | 1.58%-23.0pp |
| Employer contribution / active EE | $3,539 | $3,741-5.4% | $5,051-29.9% | $2,545+39.1% |
| Participant deferral / active EE | $5,345 | $5,090+5.0% | $6,539-18.3% | $4,238+26.1% |
| Admin fee / account holder | $28 | $629-95.6% | $14,305-99.8% | $594-95.4% |