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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 | $81,358-72.9% | $155,556-85.9% | $80,959-72.8% |
| Participation rate | 97.6% | 66.3%+31.3pp | 78.2%+19.4pp | 67.7%+29.9pp |
| Annual return | -5.51% | 33.39%-38.9pp | 64.84%-70.3pp | 35.67%-41.2pp |
| Employer contribution / active EE | $2,056 | $3,106-33.8% | $4,675-56.0% | $2,757-25.4% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |