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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 | $84,328 | $64,176+31.4% | $112,263-24.9% | $66,949+26.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -22.54% | -13.80%-8.7pp | 27.49%-50.0pp | 1.57%-24.1pp |
| Employer contribution / active EE | $2,419 | $3,007-19.6% | $3,636-33.5% | $2,545-5.0% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |