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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 | $52,890 | $77,817-32.0% | $123,553-57.2% | $64,173-17.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -23.83% | 12.49%-36.3pp | 119.21%-143.0pp | 7.63%-31.5pp |
| Employer contribution / active EE | $7,917 | $3,014+162.7% | $4,628+71.1% | $2,381+232.5% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |