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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 | $35,964 | $83,045-56.7% | $130,045-72.3% | $71,511-49.7% |
| Participation rate | 72.7% | 74.1%-1.4pp | 78.5%-5.8pp | 67.9%+4.7pp |
| Annual return | -2.38% | 20.61%-23.0pp | -137.30%+134.9pp | 28.86%-31.2pp |
| Employer contribution / active EE | $3,799 | $2,623+44.8% | $4,321-12.1% | $2,589+46.7% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,820-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,600-100.0% | $1,588-100.0% |