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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 | $44,466 | $86,897-48.8% | $151,639-70.7% | $64,819-31.4% |
| Participation rate | 73.6% | 87.3%-13.7pp | 87.5%-13.9pp | 71.5%+2.1pp |
| Annual return | -19.27% | -3.57%-15.7pp | 3.34%-22.6pp | 32.84%-52.1pp |
| Employer contribution / active EE | $3,223 | $4,010-19.6% | $6,165-47.7% | $2,507+28.6% |
| Participant deferral / active EE | $5,144 | $6,690-23.1% | $8,363-38.5% | $4,311+19.3% |
| Admin fee / account holder | $19 | $153-87.6% | $11,613-99.8% | $188-89.9% |