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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 | $95,904-52.0% | $173,730-73.5% | $64,340-28.4% |
| Participation rate | 96.1% | 60.6%+35.5pp | 79.6%+16.6pp | 55.2%+40.9pp |
| Annual return | -27.18% | 17.47%-44.6pp | 19.96%-47.1pp | 24.14%-51.3pp |
| Employer contribution / active EE | $2,505 | $2,323+7.9% | $4,577-45.3% | $1,862+34.6% |
| Participant deferral / active EE | $0 | $3,488-100.0% | $6,326-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $5,089-100.0% | $17,523-100.0% | $3,703-100.0% |