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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 | $56,061 | $89,652-37.5% | $141,197-60.3% | $65,186-14.0% |
| Participation rate | 97.8% | 74.7%+23.1pp | 82.5%+15.3pp | 70.2%+27.6pp |
| Annual return | -4.92% | 32.79%-37.7pp | 71.41%-76.3pp | 29.39%-34.3pp |
| Employer contribution / active EE | $2,232 | $3,065-27.2% | $4,736-52.9% | $2,177+2.5% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |