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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 | $46,734 | $84,493-44.7% | $125,381-62.7% | $66,938-30.2% |
| Participation rate | 94.9% | 76.4%+18.4pp | 82.4%+12.5pp | 69.8%+25.0pp |
| Annual return | -23.94% | -8.49%-15.4pp | 572.31%-596.2pp | 1.58%-25.5pp |
| Employer contribution / active EE | $2,308 | $3,554-35.1% | $4,815-52.1% | $2,545-9.3% |
| Participant deferral / active EE | $7,597 | $6,783+12.0% | $7,448+2.0% | $4,238+79.2% |
| Admin fee / account holder | $208 | $685-69.6% | $10,007-97.9% | $594-64.9% |