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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 | $31,787 | $65,361-51.4% | $92,897-65.8% | $72,986-56.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | -0.57% | 42.11%-42.7pp | 109.42%-110.0pp | 81.01%-81.6pp |
| Employer contribution / active EE | $1,923 | $2,594-25.9% | $3,653-47.4% | $2,440-21.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |