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 | $79,848 | $85,135-6.2% | $98,920-19.3% | $73,415+8.8% |
| Participation rate | 98.9% | 81.1%+17.8pp | 76.0%+22.9pp | 72.2%+26.8pp |
| Annual return | -5.74% | 19.14%-24.9pp | 196.47%-202.2pp | 59.30%-65.0pp |
| Employer contribution / active EE | $13,257 | $2,721+387.3% | $2,689+393.0% | $2,234+493.5% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,245-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $6,643-100.0% | $158-100.0% |