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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 | $221,196 | $59,191+273.7% | $76,768+188.1% | $56,289+293.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -7.15% | 6.62%-13.8pp | 2.43%-9.6pp | -9.96%+2.8pp |
| Employer contribution / active EE | $13,021 | $1,759+640.3% | $2,485+423.9% | $2,111+516.8% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,676-100.0% | $521-100.0% |