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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 | $50,145 | $72,639-31.0% | $90,766-44.8% | $66,949-25.1% |
| Participation rate | 98.1% | 73.7%+24.4pp | 75.7%+22.4pp | 69.8%+28.3pp |
| Annual return | -19.43% | -12.28%-7.1pp | -12.16%-7.3pp | 1.57%-21.0pp |
| Employer contribution / active EE | $3,815 | $2,369+61.0% | $2,922+30.6% | $2,545+49.9% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $708-100.0% | $8,446-100.0% | $594-100.0% |