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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 | $46,039 | $98,547-53.3% | $216,567-78.7% | $69,733-34.0% |
| Participation rate | 96.1% | 68.4%+27.8pp | 81.6%+14.5pp | 62.5%+33.7pp |
| Annual return | -27.18% | 14.25%-41.4pp | 12.94%-40.1pp | 15.22%-42.4pp |
| Employer contribution / active EE | $2,505 | $2,660-5.8% | $5,216-52.0% | $2,250+11.3% |
| Participant deferral / active EE | $0 | $3,496-100.0% | $6,191-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $4,094-100.0% | $21,981-100.0% | $3,102-100.0% |