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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 | $29,656 | $57,921-48.8% | $84,753-65.0% | $57,658-48.6% |
| Participation rate | 91.2% | 72.9%+18.3pp | 76.6%+14.6pp | 70.2%+21.0pp |
| Annual return | -18.82% | 10.24%-29.1pp | 22.78%-41.6pp | 5.13%-23.9pp |
| Employer contribution / active EE | $1,617 | $2,598-37.8% | $3,574-54.8% | $1,974-18.1% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |