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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 | $46,060 | $49,693-7.3% | $70,544-34.7% | $74,460-38.1% |
| Participation rate | 100.0% | 64.7%+35.3pp | 68.4%+31.6pp | 70.7%+29.3pp |
| Annual return | -20.62% | 21.22%-41.8pp | 32.79%-53.4pp | 34.38%-55.0pp |
| Employer contribution / active EE | $3,710 | $1,773+109.2% | $2,976+24.7% | $2,638+40.6% |
| Participant deferral / active EE | $0 | $3,376-100.0% | $4,568-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $316-99.9% | $6,427-100.0% | $348-99.9% |