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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 | $89,661 | $81,457+10.1% | $103,378-13.3% | $80,911+10.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | -6.76% | 25.58%-32.3pp | 24.91%-31.7pp | 35.63%-42.4pp |
| Employer contribution / active EE | $21,615 | $3,107+595.6% | $3,870+458.5% | $2,756+684.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,401-100.0% | $6,935-100.0% |