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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 | $48,500 | $52,884-8.3% | $84,753-42.8% | $55,167-12.1% |
| Participation rate | 94.7% | 67.5%+27.2pp | 76.6%+18.1pp | 69.0%+25.7pp |
| Annual return | -13.29% | 18.03%-31.3pp | 22.78%-36.1pp | 169.23%-182.5pp |
| Employer contribution / active EE | $7,262 | $2,233+225.1% | $3,574+103.2% | $1,963+270.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $15 | $581-97.4% | $5,333-99.7% | $504-97.0% |