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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 | $14,189 | $63,809-77.8% | $81,353-82.6% | $80,935-82.5% |
| Participation rate | 98.2% | 63.9%+34.3pp | 69.5%+28.7pp | 67.7%+30.6pp |
| Annual return | -26.95% | 16.37%-43.3pp | 24.82%-51.8pp | 35.66%-62.6pp |
| Employer contribution / active EE | $5,939 | $1,981+199.8% | $2,464+141.0% | $2,757+115.4% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $5,686-100.0% | $5,766-100.0% | $6,924-100.0% |