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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 | $27,908 | $54,245-48.6% | $93,727-70.2% | $77,762-64.1% |
| Participation rate | 98.4% | 63.9%+34.5pp | 68.7%+29.7pp | 70.6%+27.8pp |
| Annual return | -8.27% | 30.58%-38.8pp | 133.83%-142.1pp | 31.27%-39.5pp |
| Employer contribution / active EE | $2,172 | $1,168+86.0% | $2,421-10.3% | $2,728-20.4% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $575-100.0% | $8,292-100.0% | $433-100.0% |