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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 | $54,284 | $60,349-10.0% | $74,184-26.8% | $62,881-13.7% |
| Participation rate | 98.8% | 72.7%+26.1pp | 76.6%+22.2pp | 69.3%+29.5pp |
| Annual return | -18.59% | 21.38%-40.0pp | 17.74%-36.3pp | 20.14%-38.7pp |
| Employer contribution / active EE | $20,416 | $1,680+1115.0% | $2,370+761.4% | $2,281+795.1% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |