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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 | $52,225 | $56,438-7.5% | $76,872-32.1% | $71,511-27.0% |
| Participation rate | 95.8% | 64.3%+31.5pp | 69.6%+26.2pp | 67.9%+27.9pp |
| Annual return | -8.45% | 19.05%-27.5pp | 37.90%-46.4pp | 28.86%-37.3pp |
| Employer contribution / active EE | $7,395 | $1,864+296.8% | $2,533+191.9% | $2,589+185.6% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,832-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,430-100.0% | $5,476-100.0% | $1,588-100.0% |