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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 | $192,944 | $76,090+153.6% | $96,569+99.8% | $71,476+169.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | -9.78% | 22.80%-32.6pp | 25.87%-35.7pp | 28.85%-38.6pp |
| Employer contribution / active EE | $4,278 | $2,247+90.4% | $2,965+44.3% | $2,589+65.3% |
| Participant deferral / active EE | $0 | $4,218-100.0% | $4,851-100.0% | $4,290-100.0% |
| Admin fee / account holder | $0 | $2,707-100.0% | $8,251-100.0% | $1,587-100.0% |