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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 | $55,346 | $72,486-23.6% | $87,103-36.5% | $72,976-24.2% |
| Participation rate | 95.2% | 72.8%+22.4pp | 76.9%+18.4pp | 69.5%+25.7pp |
| Annual return | -9.53% | 24.46%-34.0pp | 28.19%-37.7pp | 81.02%-90.5pp |
| Employer contribution / active EE | $10,322 | $1,894+445.0% | $2,521+309.3% | $2,440+323.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |