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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 | $20,893 | $47,448-56.0% | $94,993-78.0% | $62,293-66.5% |
| Participation rate | 99.5% | 66.5%+33.0pp | 73.9%+25.6pp | 69.5%+30.0pp |
| Annual return | -16.42% | 22.64%-39.1pp | 27.14%-43.6pp | 28.90%-45.3pp |
| Employer contribution / active EE | $4,464 | $1,300+243.4% | $2,603+71.5% | $2,042+118.6% |
| Participant deferral / active EE | $0 | $2,375-100.0% | $3,317-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $434-100.0% | $4,960-100.0% | $479-100.0% |