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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 | $50,908 | $81,504-37.5% | $102,437-50.3% | $80,959-37.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -20.57% | 25.60%-46.2pp | 24.95%-45.5pp | 35.67%-56.2pp |
| Employer contribution / active EE | $19,460 | $3,104+527.0% | $3,871+402.8% | $2,757+605.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $22 | $6,719-99.7% | $8,388-99.7% | $6,925-99.7% |