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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 | $47,605 | $58,655-18.8% | $91,994-48.3% | $65,186-27.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 78.6%+21.4pp | 70.2%+29.8pp |
| Annual return | -9.80% | 33.92%-43.7pp | 69.04%-78.8pp | 29.39%-39.2pp |
| Employer contribution / active EE | $5,490 | $2,080+163.9% | $3,453+59.0% | $2,177+152.2% |
| Participant deferral / active EE | $0 | $5,474-100.0% | $5,924-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $434-100.0% | $7,744-100.0% | $847-100.0% |