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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 | $88,957 | $78,275+13.6% | $109,188-18.5% | $86,821+2.5% |
| Participation rate | 99.6% | 73.8%+25.8pp | 75.9%+23.7pp | 72.3%+27.3pp |
| Annual return | -12.42% | 19.14%-31.6pp | 25.76%-38.2pp | 97.94%-110.4pp |
| Employer contribution / active EE | $1,092 | $3,105-64.8% | $3,723-70.7% | $2,406-54.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,755-100.0% | $170-100.0% |