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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 | $43,001 | $69,383-38.0% | $101,275-57.5% | $73,497-41.5% |
| Participation rate | 98.0% | 68.4%+29.6pp | 75.8%+22.2pp | 70.7%+27.3pp |
| Annual return | -20.17% | 18.46%-38.6pp | 46.48%-66.7pp | 28.51%-48.7pp |
| Employer contribution / active EE | $12,082 | $2,628+359.7% | $3,660+230.1% | $2,270+432.2% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |