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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 | $58,089 | $56,423+3.0% | $77,183-24.7% | $71,495-18.8% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | -15.41% | 19.05%-34.5pp | 37.89%-53.3pp | 28.85%-44.3pp |
| Employer contribution / active EE | $9,478 | $1,866+407.9% | $2,534+274.1% | $2,589+266.0% |
| Participant deferral / active EE | $0 | $3,142-100.0% | $3,833-100.0% | $4,291-100.0% |
| Admin fee / account holder | $2 | $1,429-99.9% | $5,475-100.0% | $1,588-99.9% |