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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 | $32,694 | $86,655-62.3% | $119,622-72.7% | $66,938-51.2% |
| Participation rate | 78.0% | 75.6%+2.5pp | 79.3%-1.2pp | 69.8%+8.2pp |
| Annual return | -21.19% | -8.00%-13.2pp | -14.98%-6.2pp | 1.58%-22.8pp |
| Employer contribution / active EE | $3,721 | $2,536+46.7% | $4,232-12.1% | $2,545+46.2% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,601-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,328-100.0% | $594-100.0% |