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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 | $81,291 | $32,425+150.7% | $74,577+9.0% | $55,167+47.4% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.1%+31.9pp | 69.0%+31.0pp |
| Annual return | -4.61% | 10.63%-15.2pp | 20.47%-25.1pp | 169.23%-173.8pp |
| Employer contribution / active EE | $1,775 | $1,043+70.1% | $2,525-29.7% | $1,963-9.6% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $748-100.0% | $4,138-100.0% | $504-100.0% |