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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 | $43,933 | $74,347-40.9% | $93,621-53.1% | $67,582-35.0% |
| Participation rate | 99.7% | 80.6%+19.1pp | 75.8%+23.9pp | 71.3%+28.4pp |
| Annual return | -2.84% | 28.07%-30.9pp | 32.76%-35.6pp | 378.57%-381.4pp |
| Employer contribution / active EE | $6,114 | $2,583+136.7% | $2,719+124.9% | $2,148+184.7% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,070-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,890-100.0% | $142-100.0% |