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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 | $50,101 | $91,474-45.2% | $135,982-63.2% | $71,529-30.0% |
| Participation rate | 98.3% | 75.7%+22.6pp | 81.9%+16.3pp | 67.9%+30.3pp |
| Annual return | -31.31% | 29.89%-61.2pp | 68.32%-99.6pp | 28.97%-60.3pp |
| Employer contribution / active EE | $2,403 | $3,705-35.2% | $4,859-50.6% | $2,590-7.2% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |