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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 | $55,669 | $130,294-57.3% | $170,043-67.3% | $71,511-22.2% |
| Participation rate | 95.3% | 86.2%+9.2pp | 87.0%+8.3pp | 67.9%+27.4pp |
| Annual return | -4.61% | 20.36%-25.0pp | 53.40%-58.0pp | 28.86%-33.5pp |
| Employer contribution / active EE | $2,430 | $4,385-44.6% | $6,790-64.2% | $2,589-6.2% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,410-100.0% | $4,291-100.0% |
| Admin fee / account holder | $57 | $966-94.1% | $12,824-99.6% | $1,588-96.4% |