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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 | $39,164 | $47,922-18.3% | $75,901-48.4% | $65,185-39.9% |
| Participation rate | 100.0% | 63.0%+37.0pp | 69.3%+30.7pp | 70.2%+29.8pp |
| Annual return | -31.85% | 24.12%-56.0pp | 30.76%-62.6pp | 29.38%-61.2pp |
| Employer contribution / active EE | $5,090 | $1,557+226.9% | $2,501+103.5% | $2,177+133.8% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $532-100.0% | $5,420-100.0% | $847-100.0% |