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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 | $60,127 | $47,922+25.5% | $75,901-20.8% | $65,185-7.8% |
| Participation rate | 98.0% | 63.0%+35.1pp | 69.3%+28.8pp | 70.2%+27.8pp |
| Annual return | -18.64% | 24.12%-42.8pp | 30.76%-49.4pp | 29.38%-48.0pp |
| Employer contribution / active EE | $2,788 | $1,557+79.0% | $2,501+11.5% | $2,177+28.1% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $532-100.0% | $5,420-100.0% | $847-100.0% |