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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 | $144,620 | $50,385+187.0% | $75,501+91.5% | $62,293+132.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | -17.25% | 19.90%-37.2pp | 27.35%-44.6pp | 28.90%-46.2pp |
| Employer contribution / active EE | $11,076 | $1,537+620.5% | $2,352+370.9% | $2,042+442.3% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,142-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $384-100.0% | $5,801-100.0% | $479-100.0% |