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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 | $42,221 | $57,108-26.1% | $94,229-55.2% | $52,331-19.3% |
| Participation rate | 99.3% | 72.9%+26.4pp | 78.8%+20.5pp | 68.1%+31.2pp |
| Annual return | -7.65% | 1.47%-9.1pp | 10.68%-18.3pp | 4.54%-12.2pp |
| Employer contribution / active EE | $5,109 | $1,735+194.4% | $3,587+42.4% | $1,882+171.5% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |