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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 | $12,207 | $73,863-83.5% | $143,797-91.5% | $68,490-82.2% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -47.35% | 0.91%-48.3pp | -0.04%-47.3pp | -7.85%-39.5pp |
| Employer contribution / active EE | $1,908 | $3,185-40.1% | $4,952-61.5% | $2,597-26.5% |
| Participant deferral / active EE | $5,261 | $3,385+55.4% | $5,638-6.7% | $4,028+30.6% |
| Admin fee / account holder | $5 | $5,756-99.9% | $14,679-100.0% | $5,403-99.9% |