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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 | $60,751 | $80,177-24.2% | $123,894-51.0% | $57,658+5.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | -16.57% | 17.90%-34.5pp | 47.52%-64.1pp | 5.13%-21.7pp |
| Employer contribution / active EE | $3,906 | $2,913+34.1% | $4,617-15.4% | $1,974+97.9% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $6 | $106-94.1% | $8,357-99.9% | $95-93.4% |