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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 | $45,832 | $78,275-41.4% | $109,173-58.0% | $86,821-47.2% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | -4.94% | 19.14%-24.1pp | 25.75%-30.7pp | 97.94%-102.9pp |
| Employer contribution / active EE | $5,731 | $3,105+84.6% | $3,723+54.0% | $2,406+138.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,755-100.0% | $170-100.0% |