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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 | $22,844 | $56,894-59.8% | $84,753-73.0% | $62,881-63.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -25.92% | 6.30%-32.2pp | 22.78%-48.7pp | 20.14%-46.1pp |
| Employer contribution / active EE | $9,091 | $2,400+278.8% | $3,574+154.3% | $2,281+298.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |