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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 | $22,008 | $81,233-72.9% | $155,567-85.9% | $80,874-72.8% |
| Participation rate | 97.6% | 66.2%+31.4pp | 78.2%+19.4pp | 67.6%+29.9pp |
| Annual return | -5.51% | 33.33%-38.8pp | 64.74%-70.2pp | 35.62%-41.1pp |
| Employer contribution / active EE | $2,056 | $3,101-33.7% | $4,674-56.0% | $2,756-25.4% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |