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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 | $81,446-37.5% | $103,374-50.8% | $80,874-37.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | -20.57% | 25.57%-46.1pp | 24.89%-45.5pp | 35.62%-56.2pp |
| Employer contribution / active EE | $19,460 | $3,107+526.3% | $3,869+402.9% | $2,756+606.2% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $22 | $6,715-99.7% | $8,394-99.7% | $6,935-99.7% |