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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 | $48,995 | $85,515-42.7% | $112,040-56.3% | $67,986-27.9% |
| Participation rate | 97.9% | 68.2%+29.7pp | 76.5%+21.4pp | 57.2%+40.7pp |
| Annual return | -10.89% | 29.68%-40.6pp | 24.52%-35.4pp | 31.67%-42.6pp |
| Employer contribution / active EE | $3,679 | $2,191+67.9% | $2,954+24.6% | $2,019+82.3% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,774-100.0% | $12,098-100.0% | $3,203-100.0% |