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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 | $47,663 | $86,938-45.2% | $102,423-53.5% | $80,925-41.1% |
| Participation rate | 98.8% | 72.4%+26.5pp | 76.5%+22.3pp | 67.7%+31.2pp |
| Annual return | -10.83% | 18.89%-29.7pp | 29.42%-40.3pp | 35.65%-46.5pp |
| Employer contribution / active EE | $14,556 | $2,369+514.4% | $3,023+381.5% | $2,756+428.1% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,053-100.0% | $9,455-100.0% | $6,940-100.0% |