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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 | $36,734 | $82,879-55.7% | $96,576-62.0% | $67,986-46.0% |
| Participation rate | 95.8% | 75.2%+20.6pp | 81.4%+14.4pp | 57.2%+38.6pp |
| Annual return | -10.10% | 36.90%-47.0pp | 38.47%-48.6pp | 31.67%-41.8pp |
| Employer contribution / active EE | $2,725 | $2,727-0.1% | $3,553-23.3% | $2,019+35.0% |
| Participant deferral / active EE | $0 | $6,976-100.0% | $7,956-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $2,783-100.0% | $11,381-100.0% | $3,203-100.0% |