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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 | $91,760-49.8% | $156,181-70.5% | $67,986-32.3% |
| Participation rate | 96.1% | 65.0%+31.1pp | 78.8%+17.3pp | 57.2%+38.9pp |
| Annual return | -27.18% | 18.14%-45.3pp | 64.87%-92.1pp | 31.67%-58.8pp |
| Employer contribution / active EE | $2,505 | $2,419+3.5% | $4,294-41.7% | $2,019+24.1% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,949-100.0% | $14,586-100.0% | $3,203-100.0% |