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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 | $26,001 | $71,878-63.8% | $86,698-70.0% | $68,486-62.0% |
| Participation rate | 98.6% | 72.2%+26.3pp | 76.6%+22.0pp | 67.9%+30.7pp |
| Annual return | -29.30% | 3.53%-32.8pp | 35.95%-65.3pp | -7.85%-21.4pp |
| Employer contribution / active EE | $1,433 | $2,173-34.0% | $2,837-49.5% | $2,597-44.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,113-100.0% | $7,493-100.0% | $5,404-100.0% |