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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 | $40,932 | $93,010-56.0% | $96,538-57.6% | $74,473-45.0% |
| Participation rate | 98.9% | 71.6%+27.3pp | 74.3%+24.5pp | 70.7%+28.1pp |
| Annual return | -6.99% | 37.50%-44.5pp | 35.74%-42.7pp | 34.36%-41.3pp |
| Employer contribution / active EE | $3,826 | $3,427+11.6% | $3,740+2.3% | $2,638+45.0% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $4 | $633-99.4% | $6,737-99.9% | $347-98.9% |